Kayzia Williams is a registered investment advisor at Simple Financial, LLC, based in Henderson, NV, with 1 years of industry experience. Kayzia operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching.
Compensation
Firm Size
IM Fee
Fee Structure
- Financial planning and business consulting are charged at a rate of $150 per hour, based on the complexity and unique needs of the client. Prior to starting, clients will receive an estimated fee for the plan or consultation.
Location
2551 N. Green Valley Pkwy, Suite 306C, Henderson, NV, 89014
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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 →Employment History
Current Registrations
Simple Financial, LLC
Previous Registrations
Bankers Life Advisory Services, INC.
Bankers Life Securities, INC.Broker
State Registrations1 state
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.