Colin Williams is a CFP-designated registered investment advisor, based in Portland, OR, with 21 years of industry experience.
Location
15350 SW Sequoia Parkway, Suite 250, Portland, OR, 97224
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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
Colin is an Investment Advisor Representative (IAR) with Encompass Wealth Advisors, dedicating full-time hours to this role. He also participates in a college non-profit, a church endowment, owns rental property, assists clients with insurance needs, and serves on the board of advisors for a community outreach organization.
Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
Encompass Wealth Advisors, LLC
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Morgan Stanley
Morgan StanleyBroker
Citigroup Global Markets INC.Broker
Citigroup Global Markets INC.
UBS Financial Services INC.
UBS Financial Services INC.Broker
State Registrations6 states
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