AW

Aubrey Philip Rhys Williams

OPEN PATH FINANCIAL
GOLETA, CA
·CRD# 7859155·3 years registered

Professional Summary

Aubrey Philip Rhys Williams is a registered financial advisor currently at OPEN PATH FINANCIAL located in Goleta, California. Aubrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Aubrey has worked at 1 firm and has passed the Series 65 exam.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Similar Advisors

RB
AdvisorCheck Check Mark
Ronald Brown

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

NEW YORK, NY · CRD#
SM
AdvisorCheck Check Mark
Sean Merlonghi

DAKOTA WEALTH, LLC

LEWES, DE · CRD#
Larry Robert Frank
AdvisorCheck Check Mark
Larry Frank

BETTER FINANCIAL EDUCATION

ROCKLIN, CA · CRD#
DG
AdvisorCheck Check Mark
Damon George

RETIREMENT STRATEGIES

LONGVIEW, WA · CRD#