CW
Christopher Williams
INCEPTIVE FINANCIAL
Atlanta, GA
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CRD#: 7346668
CW
Professional summary
Christopher Williams is a registered financial advisor currently at INCEPTIVE FINANCIAL located in Atlanta, Georgia.
Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Christopher has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
CRS (Client Relationship Summary) - RIA
Click below to view Christopher Williams's 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®
NoneExperience
Current
April 27, 2021 - Present
INCEPTIVE FINANCIAL
RIA
CRD#: 313360
Atlanta, GA
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.Highlighted states indicate IAR registrations
IAR
Georgia(4/27/2021)
Current Firm
IF
INCEPTIVE FINANCIAL
INCEPTIVE FINANCIAL | INCEPTIVE FINANCIAL LLC
CRD#: 313360 / SEC#:
Georgia
Registered Investment Advisory firm - (4/27/2021 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
2080 Dekalb Ave Ne, Atlanta, GA 30307
Mailing Address
Phone number
(803) 414-7643
Established
Firm type
Fiscal year end
# of Employees
1
Red Flags
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