Brett Williams
Brett Williams is a registered investment advisor at Independent Financial Group, LLC, based in Skippack, PA, with 22 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
4006 Skippack Pike, Skippack, PA, 19474
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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.
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Brett is involved in several business activities, including real estate management, mortgage lending, and serving as a board member for the UFRSD Board of Education. He also dedicates about half his time to Williams Private Wealth Management and DRC Financial Services, LLC for financial planning and client management.
Employment History
Current Registrations
Independent Financial Group, LLCBroker
Independent Financial Group, LLC
Previous Registrations
Sealy Investment Securities, LLCBroker
Ptx Securities, LLCBroker
Cco Capital, LLCBroker
Hines Securities, INC.Broker
Sun Life Financial Distributors, INC.Broker
Sunamerica Capital Services, INC.Broker
State Registrations11 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.