George F. Williams
Professional summary
George Franklin Williams, CFP®, who also goes by George F Williams, is a registered financial advisor currently at PRECEDENT WEALTH PARTNERS, LLC located in Houston, Texas.
George is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1981. George has worked at 5 firms and has passed the Series 63 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view George Franklin Williams's CRS (Customer Relationship Summary).
Certified licenses
Experience
April 21, 2023 - Present
PRECEDENT WEALTH PARTNERS, LLC
Office #1: 1800 West Loop South Suite 1400, Houston, TX 77027March 11, 2021 - May 12, 2023
LINSCOMB WEALTH, INC.
April 28, 1995 - December 31, 2020
LINSCOMB WEALTH, INC.
June 29, 1992 - February 14, 1995
OSAIC WEALTH, INC.
April 24, 1985 - July 1, 1992
KAVANAUGH SECURITIES, INC.
June 23, 1981 - April 29, 1985
INTEGRATED RESOURCES EQUITY CORPORATION
Primary Firm SEC Registration
PRECEDENT WEALTH PARTNERS, LLC
CRD#: 325203 / SEC#: 801-127678
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(4/21/2023)
Exams
Current Firm
PRECEDENT WEALTH PARTNERS, LLC
CRD#: 325203 / SEC#: 801-127678
Contact information
SEC notice filing (1 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 594 |
| AUM (Assets Under Management) | $ 535,581,166 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/03/2025 | ||
| 10/07/2024 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
