GW
GW

George Dennis Williams

15 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement Planning
Compensation
Fee-Only (AUM)
Firm Size
54 advisors
Number of Clients
3,809 clients
Average Client Portfolio
$271K average
Assets Under Management
$1.0B

Fee Structure

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Location

3597 E Monarch Sky Ln, Suite 330, Meridian, ID, 83646

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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.

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Other Business ActivitiesSells Insurance

George is a managing member and insurance agent at WSI Financial Partners, LLC since 2008. This activity is investment-related.

Employment History
Current Registrations
Inspire Advisors, LLC
November 2022 - Present · 3 yrs 3 mos
Previous Registrations
Brookstone Capital Management LLC
October 2010 - November 2022 · 12 yrs 1 mo
State Registrations1 state
FL
Advisor
Exams
No exam information available for this advisor.