Patricia Williams

from The Delta Group
SEC regulated
Regulated Investment Advisor
Patricia Williams is a financial advisor based in California, Sonoma, with 41 years of experience. Patricia currently works for The Delta Group. Patricia maintains a S63 license (Uniform Securities Agent State Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Patricia Williams works at The Delta Group
The Delta Group is a financial advisory firm based in Sonoma, California. It currently has approximately $32,525,925 of assets under management and employs about 2 people. The Delta Group uses a fee structure of a percentage of assets under your management, hourly charges, fixed fees and commissions.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Years registered
23 years
Fee structure
A percentage of assets under your management, hourly charges, fixed fees and commissions
Office location
1151 Broadway, Ste 105, Sonoma, California, 95476

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