Brian Williamson (CRD# 6515284) is an Investment Advisor Representative working at Veridian Capital Partners in Frederick, MD and has over 8 years of experience in the finance industry.
CRD# 4623755
Divergent Planning
CRD# 4574314
Lpl Financial LLC
CRD# 6670800
Amj Financial Wealth Management LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Veridian Capital Partners | Fredrick, MD | Jun 2021 - Current | 2 |
| Lighthouse Wealth Management | New Market, MD | Feb 2020 - Current | 4 |
| Estate Legal Services, LLC | Frederick, MD | Oct 2015 - Current | 8 |
| Ameriprise Financial Services, Inc. | Frederick, MD | Aug 2015 - Feb 2020 | 4 |
| Zimmzang, LLC | Lexington, KY | Sep 2013 - Aug 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2015 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2016 |
- MD
-
Total Assets Under Management390MILLIONS
-
Total Number of Accounts2,228ACCOUNTS
-
Average Account Value$174,822
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CO, DE, FL, MD, NC, NE, PA, SC, TX, VA, WV
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