Boone Williams
Wealth Management Associate at Socratic Better Wealth
Based in Raleigh, United States
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Seniority
Staff
Department
Finance & Accounting
Location
Raleigh
Industry
Financial Services
Company size
9
Contact information
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b•••••••@socraticbetterwealth.com
Phone
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Background
About Boone Williams
Disclosure: The financial consultants of Socratic Better Wealth are registered representatives with, and securities offered through LPL Financial. Member FINRA & SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info’ section above. Socratic Better Wealth is an other business name of Independent Advisor Alliance, LLC. Investment advice offered through Independent Advisor Alliance, LLC, a registered investment advisor. Independent Advisor Alliance, LLC and Socratic Better Wealth are separate entities from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals at Socratic Better Wealth may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Decision-makers
Other people at Socratic Better Wealth
- BWManager
Brad Williams
Private Wealth Advisor · Finance & Accounting
- BWStaff
Boone Williams
Wealth Management Associate · Finance & Accounting
- BRManager
Brandy Randall
Chief Operating Officer, Business Development Specialist, Client Services Manager · General Business & Management
- ALStaff
Andy Lipson
Financial Advisor · Finance & Accounting
- ALManager
Andrew Lipson
Private Wealth Advisor · Finance & Accounting
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