Edward Williams, financial advisor Bellingham WA
96 score

Edward Williams

CRD Number: 1109695
Current Firm: Securities America Advisors, Inc.

Edward Williams (CRD# 1109695) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Bellingham, WA and has over 33 years of experience in the finance industry. Edward 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.

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Professional Designations
Company Name Location Dates Years
Securities America, Inc. Bellingham, WA Nov 2014 - Current 2
Securities America Advisors, Inc. La Vista, NE Nov 2014 - Current 2
Sunset Financial Services, Inc. Blaine, WA Dec 1988 - Nov 2014 25
Sunset Life Ins. Company Olympia, WA Jan 1981 - Nov 2014 33
Bayport Financial Advisors, LLC Bellingham, WA Apr 2003 - Mar 2011 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1983
S65 NASAA Investment Advisors Law Examination Jan 1998
Contact Info for Edward R. Williams
Phone Number: 402-399-9111
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    13,433
    MILLIONS
  • Total Number of Accounts
    92,356
    ACCOUNTS
  • Average Account Value
    $145,443
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • 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)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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