Connie Williams, financial advisor Bethesda MD
93 score

Connie Williams

CRD Number: 3139335
Current Firm: H. Beck, Inc.

Connie Williams (CRD# 3139335) is an Investment Advisor Representative working at H. Beck, Inc. in Bethesda, MD and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
H. Beck, Inc. Rockville, MD May 2007 - Current 9
American Express Financial Advisors Inc. Rockville, MD Jan 2005 - May 2007 2
Ids Life Insurance Company Rockville, MD Jan 2005 - May 2007 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1999
S66 NASAA Uniform Combined State Law Examination Aug 2009
Contact Info for Connie M. Williams
Phone Number: 301-468-0100
Firm Website: https://www.hbeckinc.com
Registered State(s):
  • MD
By the Numbers
  • Total Assets Under Management
    1,825
    MILLIONS
  • Total Number of Accounts
    10,457
    ACCOUNTS
  • Average Account Value
    $174,531
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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

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