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Nick Ibello

Williams Asset Management

8850 Columbia 100 Parkway
Suite 204

Columbia, MD 21045
(410) 7400220

TRUST - RELATIONSHIP - GUIDANCE

About Williams Asset Management

Wealth management is about much more than crafting investment portfolios. It's about translating your financial goals into a comprehensive plan with specific strategies and actions that carefully balance your short-term needs with your long-term aspirations. It's about planning for the unexpected and putting protections in place to ensure the well-being of your loved ones. And it?s about preparing the next generation for the challenges of wealth. In the words of Henry David Thoreau,"Wealth is the ability to fully experience life."

General Information

Firm Start Year

1994

No.of Employees

5-9

CRD#

2470323

Firm CRD#

2470323

Name of Broker/Dealer

Commonwealth Financial Network

States Licensed in

All 50 states plus DC

Years of Experience in Financial Services

10

Number of Years with Current Firm

5

Compliance

Registered Investment Advisor

No

Registered Representative

No

Investment Advisor Representative

Yes

I am an acknowledged fiduciary

Yes

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CERTIFIED FINANCIAL PLANNER" Certificant

Securities Licenses

Series 66

Insurance and Annuity Licenses

Disability, Life, Long Term Care

Financial Organization Memberships

Financial Planning Association (FPA)

Firm Information

Firm's Number of Clients

380

Firm's Number of Planning Clients

275

Firm's Number of Managed Clients

380

Assets Managed by Firm

$225,000,000

Assets Managed by Advisor

$60,000,000

Compensation and Fees

Fee Structure

Fee-Based

Compensation Methods

Based on Assets

Disclosures

Disclaimer

Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Advisory services offered through Commonwealth Financial Network®, a Registered Investment Adviser.