Bretton Wayne Williams
Investment adviser representative at Saxon Financial Group
17 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$679.1MFirm 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
17 years in the industry.
- Saxon Financial GroupFeb 2021 to now
- Saxon Interests, Inc.Feb 2021 to now
- Raymond James Financial Services Advisors, IncJun 2009 to Apr 2021
- Raymond James Financial Services, Inc.Jun 2009 to Apr 2021
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 66 · Uniform Combined State Law2002
State registrations
Registered as an investment adviser representative in 1 state (TX).
Saxon Financial Group
Legal name: Saxon Interests, Inc.
$679.1MAssets managed
509Clients
15Advisers
5 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
- 3177050
- Firm CRD
- 311687