Phillip Edward Williams jr
Investment adviser representative at Hightower Advisors, LLC
15 yearsExperience
2 statesRegistered in
$198.6BFirm assets
18 yearsFirm in business
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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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
15 years in the industry.
- Hightower Advisors, LLCOct 2020 to now
- Stearns Financial GroupJun 2018 to Oct 2020
- InnosphereJul 2017 to May 2018
- Stearns Financial GroupAug 2011 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
State registrations
Registered as an investment adviser representative in 2 states (CO, NC).
Hightower Advisors, LLC
$198.6BAssets managed
64,035Clients
1,036Advisers
18 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
- 5217196
- Firm CRD
- 145323