Phillip Edward Williams Jr

Employer firm

Hightower Advisors, LLC CRD 145323

$199B regulatory AUM 500 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2011 → 07/2017
  Stearns Financial Group
  Greensboro, NC
• 07/2017 → 05/2018
  Stearns Financial Group
  Greensboro, NC
• 07/2017 → 05/2018
  Innosphere
  Fort Collins, CO
• 06/2018 → 10/2020
  Stearns Financial Group
  Greensboro, NC
• 10/2020 → Present
  Hightower Advisors Llc
  Greensboro, NC

Previous Registrations

• 2012-08-07 → 2020-11-09
  Stearns Financial Group
  Greensboro, NC

Other Businesses

Member of Board of Advisors for Grubb Southeast Real Estate Fund VI, LLC Investment related, 4601 Park Road Suite 450, Charlotte, NC 28209. Two hours per quarter.

Exams

• S63 Uniform Securities Agent State Law Examination
  2007-01-30

Other Names

• Phillip Edward Williams
• Phillip Edward Williams Jr.