Kevin Williams
Kevin Williams is a CFP-designated registered investment advisor at Independent Financial Group, LLC, based in Bowie, MD, with 28 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 44,045 clients with $11B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IFG offers investment management through various programs, including AccessPoint, Custom Asset Management, and Third Party Asset Managers. Fees are based on a percentage of the value of your account and are negotiable. Transaction charges may also apply. The maximum advisory fee is 3.00% per year. IFG and its IARs may receive additional compensation from product sponsors, which creates a conflict of interest.
Location
4000 Mitchellville Road, Suite B226, Bowie, MD, 20716
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Kevin operates under the DBA Williams Financial Services Corp and KQ Williams Financial Services Corp for marketing purposes. He also owns K.Q. Williams & Associates, PC, a tax and accounting firm, dedicating about a quarter of his time to outside insurance activities and minimal time to acting as trustee for family trusts.
Employment History
Current Registrations
Independent Financial Group, LLCBroker
Independent Financial Group, LLC
Previous Registrations
Grove Point Advisors, LLC
Grove Point Investments, LLCBroker
H. Beck, INC.
Medallion Investment Services, INC.Broker
Medallion Advisory Services, LLC
Securities Service Network, INC.Broker
State Registrations16 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.