Vincent Raynard Williams
Advisor at Retirement Planners — El Segundo, CA
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 65
Experience Industry experience
8 years
Location
El Segundo, CA 90245
Retirement Planners
Independent
Total advisors
1Clients per advisor
2 LowAvg AUM per client
$145,000 Very LowHNW client ratio
0% LowVincent Williams is a financial advisor at Retirement Planners with over eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Shareholders Service Group and Ria. Outside of financial advising, he is active as a licensed insurance agent and serves as a notary at Legacy Legal Services. Retirement Planners provides financial planning and advisory services focused on retirement planning, insurance, annuities, and portfolio recommendations for individuals and small businesses. The firm operates on a non-discretionary basis, delivering written analyses and leaving implementation to clients.
Commissions from insurance and annuity products and real estate sales; disclosed at time of sale.
$100 per hour for financial planning services.
El Segundo, CA
840 Apollo St, Ste. 100
El Segundo CA 90245
Advisors at this office
1
California
8 years of industry experience
Shareholders Service Group
2019 - Present • 7 years
San Diego, CA
Ria
2015 - 2019 • 4 years
Los Angeles, CA
Retirement Planners
2005 - Present • 21 years
Cerritos, CA
Legacy Legal Services
2003 - Present • 23 years
San Diego, CA
V.W. Financial Insurance Servies
2002 - Present • 24 years
San Diego, CA
Mony Securities Corporation
1999 - 2002 • 3 years
Orange, CA
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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