Eric WilliamsCRD Number: 1209875
Current Firm: Wells Fargo Advisors Financial Network, LLC
Eric Williams (CRD# 1209875) is an Investment Advisor Representative working at Wells Fargo Advisors Financial Network, LLC in Anderson, IN and has over 33 years of experience in the finance industry. Eric Williams has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
I4 Advisors LLC
Peloton Wealth Strategists, Inc.
Del Principe O'brien Financial Advisors
|Wells Fargo Advisors Financial Network, LLC||Anderson, IN||May 2015 - Current||1|
|Ubs Financial Services Inc.||Indianapolis, IN||Jul 2008 - May 2015||6|
|Wachovia Securities LLC||Anderson, IN||Jul 2003 - Jul 2008||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 1983|
|S65||NASAA Investment Advisors Law Examination||Jun 1994|
Total Assets Under Management38,415MILLIONS
Total Number of Accounts131,465ACCOUNTS
Average Account Value$292,208
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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