Kerri Williams is a registered investment advisor at Sigma Financial, INC., based in Allentown, PA, with 6 years of industry experience. Kerri operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Corporate Executives, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 160 clients.
Compensation
Firm Size
IM Fee
Fee Structure
Sigma Financial provides consulting services under an annual fee arrangement. The fee covers all services provided, including ongoing contact, financial asset statements, income tax and withholding projections, and retirement planning. The fee is an open service commitment for the contract period.
Location
5100 West Tilghman Street Suite 350, Allentown, PA, 18104-9123
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Sigma Financial, INC.
State Registrations1 state
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