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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.
The advisor shows no other business activity.
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)
IAR
Texas(1/15/2026)
Current Firm
FW
FUTURE WALLET
FUTURE WALLET | FUTURE WALLET LLC
CRD#: 329049 / SEC#:
California
Registered Investment Advisory firm - (12/11/2023 Approved)Texas
Registered Investment Advisory firm - (1/15/2026 Conditional Restricted)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 | 7 |
| AUM (Assets Under Management) | $ 3,323,936 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
