Phyllis Williams, financial advisor Bethlehem PA
93 score

Phyllis Williams

CRD Number: 3058913
Current Firm: Park Avenue Securities LLC

Phyllis Williams (CRD# 3058913) is an Investment Advisor Representative working at Park Avenue Securities LLC in Bethlehem, PA and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
Park Avenue Securities Bethlehem, PA Sep 2014 - Current 2
Cornerstone Institutional Investors, Inc. Bethlehem, PA Jan 2014 - Aug 2014 < 1
M Holdings Securities, Inc. Bethlehem, PA Jan 2014 - Aug 2014 < 1
Cornerstone Advisors Asset Management Inc. Bethlehem, PA Jan 2014 - Aug 2014 < 1
Unemployed Nazareth, PA Aug 2013 - Jan 2014 < 1
Park Ave Securities Bethlehem, PA May 2002 - Aug 2013 11
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2014
S65 NASAA Investment Advisors Law Examination Dec 1999
Contact Info for Phyllis A. Williams
Phone Number: 1-888-600-4667
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    6,646
    MILLIONS
  • Total Number of Accounts
    39,311
    ACCOUNTS
  • Average Account Value
    $169,065
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
  • 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

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, 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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