Brandon is an Investment Advisor Representative (IAR) with Prosperity Capital Advisors, a Registered Investment Advisory Firm. He is a graduate of the University of South Carolina Aiken where he earned his Bachelor’s Degree in Business Administration and is also a licensed Life, Accident, and Health Insurance Producer. Brandon joined The Smith Group’s team of tax and wealth professionals in summer 2016 to provide clients with a wide variety of financial services and products.
Brandon is licensed as a Series 65 advisor. Series 65 is a securities license required by most states for individuals who act as investment advisors. The Uniform Investment Advisor Law Examination covers laws, regulations, ethics and topics such as retirement planning, portfolio management strategies and fiduciary responsibilities.
Brandon comes with a wealth of knowledge within the industry and also wants to help educate the public on all their financial needs. He was born and raised in Aiken where he currently resides with his wife Claire and his son Carter. He enjoys spending his free time with family and friends at the lake or on the golf course.
Financial Planning and Investment Advisory services are offered through C2P Capital Advisory Groups LLC D/B/A Prosperity Capital Advisors (PCA) an SEC registered investment adviser with its principal place of business in the State of Ohio.
Brandon Williams is registered as in Investment Advisor Representative of PCA in the state of South Carolina. For more information regarding PCA, please visit www.adviserinfor.sec.gov. PCA does not provide tax and/or legal advice.