Williams Wealth Management Group, Inc.

Williams Wealth Management Group, Inc. (CRD# 147341) is a financial advisory firm headquartered in Bradenton, FL. They manage $119,370,000 in 546 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
2328 Manatee Avenue West, Bradenton, FL 34205
https://www.facebook.com/williamswealthmanagementgroup/
By the Numbers
  • Total Assets Under Management
    119
    MILLION
  • Total Number of Accounts
    546
    ACCOUNTS
  • Average Account Value
    $218,626
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL

Financial Advisors at Williams Wealth Management Group, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Kristy Terenzio, financial advisor Bradenton FL
Kristy L. Terenzio
CRD#: 6231699
2328 Manatee Avenue West, Bradenton, FL 34205

Kristy Terenzio (CRD# 6231699) is an Investment Advisor Representative working at Williams Wealth Management Group, Inc. in Bradenton, FL and has over 10 years of experience in the finance industry.

2
Derek Williams, financial advisor Bradenton FL
Derek R. Williams
CRD#: 4202594
2328 Manatee Avenue West, Bradenton, FL 34205

Derek Williams is President and CIO of  Williams Wealth Management Group, Inc. in Bradenton, FL and has over 20 years of experience in the finance industry. Derek Williams has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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