Brian Williamson
Professional Summary
Brian Williamson, who also goes by Brian Walter Williamson, is a registered financial advisor currently at WILLIAM O'NEIL SECURITIES located in Boston, Massachusetts. Brian is registered as a RR (Registered Representative) and started their career in finance in 2010. Brian has worked at 4 firms and has passed the Series 63, Series 99TO, SIE, Series 7 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Brian Walter Williamson
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Videos & Posts
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Contact Information
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Disclosures on record.
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Years of Experience
16 years in the financial services industry
Current & Past Employments
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Current Firm
O'NEIL SECURITIES INCORPORATED | WILLIAM O'NEIL SECURITIES INCORPORATED | WILLIAM O'NEIL SECURITIES | WILLIAM O'NEIL & COMPANY, INCORPORATED | WILLIAM O'NEIL & CO., INCORPORATED | WILLIAM O'NEIL & CO. INCORPORATED | O'NEIL SECURITIES, INCORPORATED
Contact Information
Main Address
211 Congress Street 5th Floor Suite B, Boston, MA, 02110Mailing Address
211 Congress Street 5th Floor Suite B, Boston, MA, 02110Phone Number
(617) 936-8584Established
California since 11/07/1963Firm Type
CorporationFiscal Year End
DecemberFirm Size
SmallFINRA licenses (51 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Documents
Direct owners and executive officers
Disclosures
Regulatory Event
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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State Registrations and Notice Filings
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Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
SRO Registrations
SRO Registrations
SRO Registrations
SRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Brian Williamson's CRS (Customer Relationship Summary).
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