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Rodney Williams
BROWN INVESTORS WEALTH MANAGEMENT
Atlanta, GA
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CRD#: 7351517
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Professional summary
Rodney Williams is a registered financial advisor currently at BROWN INVESTORS WEALTH MANAGEMENT located in Atlanta, Georgia.
Rodney is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Rodney 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 Rodney 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 1, 2021 - Present
BROWN INVESTORS WEALTH MANAGEMENT
RIA
CRD#: 313663
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(4/1/2021)
IAR
Tennessee(5/21/2021)
Current Firm
BI
BROWN INVESTORS WEALTH MANAGEMENT
BROWN INVESTORS WEALTH MANAGEMENT | BROWN INVESTORS WEALTH MANAGEMENT, LLC
CRD#: 313663 / SEC#:
Georgia
Registered Investment Advisory firm - (4/1/2021 Approved)Tennessee
Registered Investment Advisory firm - (5/19/2021 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Atlanta, GA
Mailing Address
P.o. Box 281, Red Oak, GA 30272
Phone number
(678) 878-9905
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 16 |
| AUM (Assets Under Management) | $ 1,746,000 |
Red Flags
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