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Christopher W
Series 63, Series 65
Tulsa, OK
BFC PLANNING, Inc.
Christopher Williams is a financial advisor with BFC PLANNING, Inc. in Tulsa, OK, holding Series 63 and Series 65 credentials and 42 years of industry experience. He has been with BFC PLANNING and Securities Management & Research, Inc. since 2018 and previously worked at Berthel Fisher & Company Financial Services, Inc. from 2011 to 2017. Williams also works as an insurance agent selling and servicing property, casualty, and life insurance. BFC Planning, Inc. offers financial planning, asset management, and referral-based outside money manager services to a diverse client base, including individuals, corporations, pensions, trusts, and banks. The firm supports over 11,000 client relationships with approximately $3.8 billion in assets under management, employing a network of independent IARs who tailor portfolios using various program structures and investment strategies.
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