Advisor at Integrated Planning LLC
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.
Firm
Integrated Planning LLC
Location
Aiken, SC 29801
Credentials
Series 65
Industry experience
9 years
Brandon Williams is a financial advisor with Integrated Planning LLC, holding a Series 65 designation and nine years of industry experience. He previously worked at Prosperity Capital Advisors and has been an executive vice president at The Smith Group, Inc., where he is involved in management and tax planning. Williams is also a licensed insurance agent and offers fixed insurance products. Integrated Planning LLC provides portfolio management and financial planning services to individual and high-net-worth clients, using a diversified investment approach grounded in modern portfolio theory. The firm delivers investment policy statements and offers discretionary portfolio management along with one-time and hourly financial planning services.
Financial planning fixed fees between $0 and $10,000
Up to 1.50% annually
$500 per hour
135 Laurens Street Sw, Suite 200
Aiken, SC 29801
South Carolina
Integrated Planning LLC
2023 - Present (3 years)
Prosperity Capital Advisors
2016 - 2023 (7 years)
The Smith Group, Inc.
2016 - Present (10 years)
CB&I
2014 - 2016 (2 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 63, Series 65
Aiken, SC
A to Z Asset Advisors, LLC
Series 65
North Augusta, SC
David Gray Consulting LLC
CFA®, Series 63, Series 65
Augusta, GA
Wynn Capital
Series 63, Series 65
Aiken, SC
Parvin Asset Management, LLC
Series 65
Aiken, SC
Integrated Planning LLC
Series 65
Augusta, GA
Wynn Capital
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