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Beth Williams
FUTURE WALLET
Walnut Creek, CA
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CRD#: 7835653
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Professional summary
Beth Williams is a registered financial advisor currently at FUTURE WALLET located in Walnut Creek, California.
Beth is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Beth 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.
Beth Williams provides paraplanning and consulting services to other investment advisers; however, she does not provide advisory services to clients of other investment advisors. This activity accounts for approximately 10% of her time during trading hours. There is no relationship that exists between FW and other investment advisers. As a fiduciary, Beth Williams will only recommend services in the best interests of each Client. Clients are not required to use any services recommended by Beth Williams.
CRS (Client Relationship Summary) - RIA
Click below to view Beth 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
December 11, 2023 - Present
FUTURE WALLET
RIA
CRD#: 329049
Walnut Creek, CA
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
California(12/11/2023)
Current Firm
FW
FUTURE WALLET
FUTURE WALLET | FUTURE WALLET LLC
CRD#: 329049 / SEC#:
California
Registered Investment Advisory firm - (12/11/2023 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Walnut Creek, CA
Mailing Address
Phone number
(510) 859-3573
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 1 |
| AUM (Assets Under Management) | $ 2,813,793 |
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.
