AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
BW

Benjamin G. Williams

VERUS CAPITAL PARTNERS
Madison, AL 35758
Some features on this profile are disabled
CRD#: 5949121
BW

Professional summary


Benjamin Graham Williams, who also goes by Benjamin G Williams, is a registered financial advisor currently at VERUS CAPITAL PARTNERS, LLC located in Madison, Alabama and LPL FINANCIAL LLC located in Madison, Alabama.

Benjamin is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2025. Benjamin has worked at 4 firms and has passed the Series 66, SIE and Series 7TO exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Benjamin G Williams

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.
1- 07/2025 - Benjamin Williams - Non-Variable Insurance - Medicare Agent - Investment Related - At Reported Business Location(s) - Start Date 07/01/2025 - 20 hours per month/ during trading 2- 07/2025 - LifeCourse Capital - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 01/06/2025 - 160 hours per month/ during trading 3. 10/2025 Verus Capital Partners, LLC. Investment Related. Madison, Alabama. Investment Advisor Representative. Start Date 10/15/2025 160 hours per month, all during trading hours.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Benjamin Graham Williams's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

October 16, 2025 - Present

VERUS CAPITAL PARTNERS, LLC

Office #1: 8331 Madison Boulevard, Suite 100, Madison, AL 35758
RIA
CRD#: 151568
Madison, AL
Current

July 10, 2025 - Present

LPL FINANCIAL LLC

Office #1: 8331 Madison Blvd Ste 100, Madison, AL 35758
RIA
BD
CRD#: 6413
MADISON, AL
Past

April 18, 2025 - October 22, 2025

LIFECOURSE CAPITAL, INC.

RIA
CRD#: 128583
MADISON, AL
Past

January 6, 2025 - April 10, 2025

NEXT FINANCIAL GROUP, INC.

RIA
CRD#: 46214
MADISON, AL
Past

January 6, 2025 - July 10, 2025

NEXT FINANCIAL GROUP, INC.

BD
CRD#: 46214
MADISON, AL

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
VC
VERUS CAPITAL PARTNERS, LLC
3 RIVERS FINANCIAL GROUP | WANN FINANCIAL SERVICES | WALTERS WEALTH MANAGMENT | WALTERS WEALTH MANAGEMENT | VINEPOINT ADVISORY GROUP, LLC | VERUS CAPITAL PARTNERS, LLC | UNIVERSAL FINANCIAL CONSULTANTS | SUNBURST FINANCIAL MANAGEMENT | STARKEY BROTHERS, INC. | SOUTH PLATTE INVESTMENTS & PLANNING | SAMSON FINANCIAL, LLC | RSO WEALTH, LLC | RSD FINANCIAL, LLC | PROVIDENT FINANCIAL GROUP | PHP CAPITAL, INC. | PHILLIPS FINANCIAL MANAGEMENT | PARKER CAPITAL STRATEGIES, LLC | OXENHAM FINANCIAL | OPTIMAL WEALTH INC. | NEW BREAK FINANCIAL | MOLINAR AND CO. | KENNETH M. PERKINS WEALTH | ITTNER BULL CAPITAL PARTNERS LLC | INTERMARKET ANALYTICS | HUNT FINANCIAL SERVICES | HOLCOMB WEALTH MANAGEMENT | HAVEN FINANCIAL SERVICES, LLC | GUARDIAN WEALTH BUILDERS | GOLDEN RULE WEALTH MANAGEMENT | GEISER WEALTH MANAGEMENT | FRONT RANGE FINANCIAL | FREEDOM POINT FINANCIAL | FRED A. GOODMAN, CPA | FIRST THAN IFS | EAGLE EYE INVESTMENTS, LLC | DAHL FINANCIAL RESOURCE | CROWE AND ASSOCIATES, INC | BURNS TAX AND WEALTH MANAGEMENT | BIGGS FINANCIAL | BELLA FINANCIAL ADVISORS, LLC | ARCHE FG

CRD#: 151568 / SEC#: 801-78989

RIA
Registered Investment Advisory firm - (1/2/2014 Approved)
Arizona
Registered Investment Advisory firm - (1/2/2014 Terminated)
Illinois
Registered Investment Advisory firm - (1/2/2014 Terminated)
Maryland
Registered Investment Advisory firm - (1/3/2014 Terminated)
North Carolina
Registered Investment Advisory firm - (1/2/2014 Terminated)
Texas
Registered Investment Advisory firm - (1/2/2014 Terminated)
Virginia
Registered Investment Advisory firm - (1/6/2014 Terminated)

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Alabama
(7/10/2025)
IAR
Alabama
(10/16/2025)
RR
Colorado
(7/10/2025)
RR
Florida
(7/10/2025)
RR
Georgia
(7/10/2025)
RR
Indiana
(7/10/2025)
RR
Maryland
(7/10/2025)
RR
Nevada
(7/10/2025)
RR
New Mexico
(7/10/2025)
RR
North Carolina
(7/10/2025)
RR
Pennsylvania
(7/10/2025)
RR
Tennessee
(7/10/2025)
RR
Texas
(7/10/2025)
IAR
Texas
(10/16/2025)
RR
Virginia
(7/10/2025)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 11/23/2024
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 7TO
Date: 10/14/2024
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm


VC
VERUS CAPITAL PARTNERS, LLC
3 RIVERS FINANCIAL GROUP | WANN FINANCIAL SERVICES | WALTERS WEALTH MANAGMENT | WALTERS WEALTH MANAGEMENT | VINEPOINT ADVISORY GROUP, LLC | VERUS CAPITAL PARTNERS, LLC | UNIVERSAL FINANCIAL CONSULTANTS | SUNBURST FINANCIAL MANAGEMENT | STARKEY BROTHERS, INC. | SOUTH PLATTE INVESTMENTS & PLANNING | SAMSON FINANCIAL, LLC | RSO WEALTH, LLC | RSD FINANCIAL, LLC | PROVIDENT FINANCIAL GROUP | PHP CAPITAL, INC. | PHILLIPS FINANCIAL MANAGEMENT | PARKER CAPITAL STRATEGIES, LLC | OXENHAM FINANCIAL | OPTIMAL WEALTH INC. | NEW BREAK FINANCIAL | MOLINAR AND CO. | KENNETH M. PERKINS WEALTH | ITTNER BULL CAPITAL PARTNERS LLC | INTERMARKET ANALYTICS | HUNT FINANCIAL SERVICES | HOLCOMB WEALTH MANAGEMENT | HAVEN FINANCIAL SERVICES, LLC | GUARDIAN WEALTH BUILDERS | GOLDEN RULE WEALTH MANAGEMENT | GEISER WEALTH MANAGEMENT | FRONT RANGE FINANCIAL | FREEDOM POINT FINANCIAL | FRED A. GOODMAN, CPA | FIRST THAN IFS | EAGLE EYE INVESTMENTS, LLC | DAHL FINANCIAL RESOURCE | CROWE AND ASSOCIATES, INC | BURNS TAX AND WEALTH MANAGEMENT | BIGGS FINANCIAL | BELLA FINANCIAL ADVISORS, LLC | ARCHE FG

CRD#: 151568 / SEC#: 801-78989

RIA
Registered Investment Advisory firm - (1/2/2014 Approved)
Arizona
Registered Investment Advisory firm - (1/2/2014 Terminated)
Illinois
Registered Investment Advisory firm - (1/2/2014 Terminated)
Maryland
Registered Investment Advisory firm - (1/3/2014 Terminated)
North Carolina
Registered Investment Advisory firm - (1/2/2014 Terminated)
Texas
Registered Investment Advisory firm - (1/2/2014 Terminated)
Virginia
Registered Investment Advisory firm - (1/6/2014 Terminated)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
8300 N Hayden Rd Suite A207, Scottsdale, AZ 85258
Mailing Address
Phone number
(480) 990-3719
Established
Firm type
Fiscal year end
# of Employees
49

SEC notice filing (35 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

VERUS CAPITAL PARTNERS ADV 2A MARCH 2025 (4/23/2025)

Regulatory assets under management


Total Number of Accounts5,392
AUM (Assets Under Management)$ 2,066,642,798

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


VERUS CAPITAL PARTNERS, LLC

CRD#: 151568Madison, AL 35758

TRUST BUT VERIFY

Monitor Benjamin Williams

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Andrew Michael Pasquale Digirolamo
Andrew DigirolamoAdvisorCheck Check Mark
PFS INVESTMENTS INC.
RR
Charlotte, NC
Nichole Demetria Raftopoulos
Nichole RaftopoulosAdvisorCheck Check Mark
NVEST FINANCIAL, LLC
IAR
RR
Portland, ME
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2025 AdvisorCheck, an AIMR Analytics company. All rights reserved.