Kevin Quay Williams
Investment adviser representative at Independent Financial Group, LLC
35 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$12.9BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissionsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
35 years in the industry.
- Independent Financial Group, LLCAug 2022 to now
- Williams Financial Services/kq Willilams Financial ServicesJan 2000 to now
- K.Q. Williams & Associates, PcAug 1991 to now
- Grove Point Advisors, LLCApr 2021 to Aug 2022
- Grove Point Investments, LLCApr 2021 to Aug 2022
- H. Beck, Inc.Jan 2005 to Mar 2021
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 65 · Uniform Investment Adviser Law1998
State registrations
Registered as an investment adviser representative in 2 states (MD, TX).
Independent Financial Group, LLC
$12.9BAssets managed
26,635Clients
460Advisers
22 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2987581
- Firm CRD
- 7717