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Bradley Stuart Williams

18 Years of Experience
1 DisclosureSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingInsurance Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
125 advisors
Number of Clients
24,350 clients
Average Client Portfolio
$144K average
Assets Under Management
$3.5B

Fee Structure

Minimum Investment:$25K
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Location

500 W Cypress Creek Road, Suite 290, Fort Lauderdale, FL, 33309

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History

Regulatory History (1)
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Regulatory
October 2008
Final
Other Business ActivitiesSells Insurance

Bradley is the President of Brad Williams Financial Services, where he sells various insurance products and this takes about half of his time. He also markets investment advisory and fixed insurance services through Retirement Income Source as a franchise owner and as President/50% owner of Retirement Income Source Huntsville, dedicating about 10-20% of his time to the latter.

Employment History
Current Registrations
Sound Income Strategies, LLC
July 2016 - Present · 9 yrs 7 mos
Previous Registrations
Investment Advisors
January 2008 - June 2016 · 8 yrs 5 mos
Proequities, INC.Broker
November 2007 - June 2016 · 8 yrs 7 mos
State Registrations1 state
AL
Advisor
Exams
No exam information available for this advisor.