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Richard W
Series 65
Bingham Farms, MI
Cetera
Richard Williams Jr. is a financial advisor at Cetera with a Series 65 credential and four years of industry experience. He has previously worked at Avantax Advisory Services and holds long-term roles with multiple firms including Polk And Associates, PLC, where he is a managing member of a CPA firm providing tax, attest, and consulting services. He also serves as a trustee for an irrevocable family trust. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers diversified investment management and financial planning services through a multi-manager platform with discretionary and non-discretionary options.
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