RW
Roy Williams
from Kcd Financial, Inc.
Roy Williams is a financial advisor based in Wisconsin, Green Bay,
with 25 years of experience. Roy currently works for
Kcd Financial, Inc..
Roy 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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Roy Williams works at Kcd Financial, Inc.
Kcd Financial, Inc. is a financial advisory firm based in Green Bay, Wisconsin. It currently has approximately $2,476,893 of assets under management and employs about 50 people. Kcd Financial, Inc. uses a fee structure of a percentage of assets under your management, hourly charges and a portion of fees paid to 3rd party advisors.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Years registered
15 years
Fee structure
A percentage of assets under your management, hourly charges and a portion of fees paid to 3rd party advisors
Office location
3061 Allied Street, Suite B, Green Bay, Wisconsin, 54304
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