Christopher Williams
Christopher Williams is a registered investment advisor at United Brokerage Services INC, based in Washington, NC, with 27 years of industry experience. Christopher is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management. Their firm serves 1,390 clients with $370M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
United Brokerage Services charges advisory fees that are typically calculated as a percentage of the value of your portfolio. Fees are billed quarterly in advance and are based on the quarter-end market value of your investments. Fees are negotiable depending on the services provided, portfolio complexity, and account size. The standard fee schedules follow the terms outlined in the Wells Fargo wrap fee brochure.
Location
300 N Market Street, Washington, NC, 27889
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 2008Employment History
Current Registrations
United Brokerage Services, INCBroker
United Brokerage Services INC
Previous Registrations
Capital One Advisors, LLC
Capital One Investing, LLCBroker
Capital One Financial Advisors LLC
Capital One Investment Services LLCBroker
Allstate Financial Services, LLCBroker
Banc of America Investment Services, INC.Broker
Dean Witter Reynolds INC.Broker
State Registrations14 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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