Richard Williams, financial advisor Abingdon VA
93 score

Richard Williams

CRD Number: 1219044
Current Firm: Interactive Financial Advisors

Richard Williams (CRD# 1219044) is an Investment Advisor Representative working at Interactive Financial Advisors in Abingdon, VA and has over 32 years of experience in the finance industry.

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Company Name Location Dates Years
Gwn Securities Inc. Palm Beach Gardens, FL Jul 2010 - Current 6
Interactive Financial Advisors Oakbrook, IL Feb 2005 - Current 11
Williams Insurance Agency, Inc. Grundy, VA Jun 1975 - Current 41
Great American Advisors, Inc. Cincinnati, OH Feb 2005 - Jul 2010 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1984
S65 NASAA Investment Advisors Law Examination Dec 1999
Contact Info for Richard H. Williams
Phone Number: 630-472-1300
Firm Website: http://www.swcares.com
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    185
    MILLIONS
  • Total Number of Accounts
    3,130
    ACCOUNTS
  • Average Account Value
    $58,956
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, CA, CO, CT, FL, GA, IA, IL, IN, LA, MD, MN, MS, NC, NV, NY, PA, TN, TX, UT, VA, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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