Richard Williams
Richard Williams is a registered investment advisor at Cetera Investment Advisers LLC, based in Bingham Farms, MI, with 3 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
30600 Telegraph Rd, Suite 2191, Bingham Farms, MI, 48025
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Richard is a trustee for his parents' irrevocable trust, dedicating minimal time to investment decisions, tax filings, and trust termination. He is also a Managing Member at Polk and Associates, a CPA firm, spending nearly full-time on administrative activities and directing Attest Services.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Previous Registrations
Avantax Advisory Services
State Registrations1 state
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