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).
-
Total Assets Under Management119MILLION
-
Total Number of Accounts546ACCOUNTS
-
Average Account Value$218,626
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
FL
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.
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.