CW
CW

Christopher Williams

23 Years of Experience
Midlothian, VA
BrokerSells Insurance

Christopher Williams is a registered investment advisor at Cetera Investment Advisers LLC, based in Midlothian, VA, with 23 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
Loading...

Location

130 Wylderose Dr, Midlothian, VA, 23113

Get directions

History

Regulatory History
Clean regulatory record

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

Christopher is an agent/broker for Select Brokers LLC, and owner of Virginia Asset Management LLC, dedicating minimal time to each. He also sells fixed insurance products, including life, health, disability, annuities, and long-term care, spending a few hours per week on this activity. Finally, Christopher is a member of the Alumni Receivership Committee for Pi Kappa Alpha, spending a few hours per week.

Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
August 2023 - Present · 2 yrs 9 mos
Cetera Investment Advisers LLC
August 2023 - Present · 2 yrs 9 mos
Cetera Wealth Services, LLC
August 2023 - Present · 2 yrs 9 mos
Previous Registrations
Securian Financial Services, INC.
September 2002 - August 2023 · 20 yrs 11 mos
Securian Financial Services, INC.Broker
August 2002 - August 2023 · 21 yrs
State Registrations26 states
AZCACOCTDCDEFLGAIAIDILKYMAMDMNNCNJNYOHPASCTNTXVAWIWY
AdvisorBrokerBoth

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
No exam information available for this advisor.