Joel Williams, financial advisor Blacksburg VA
83 score

Joel Williams

CRD Number: 1128688
Current Firm: Wealthcare Capital Management LLC

Joel Williams (CRD# 1128688) is an Investment Advisor Representative working at Wealthcare Capital Management LLC in Blacksburg, VA and has over 33 years of experience in the finance industry.

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Company Name Location Dates Years
Wealthcare Capital Management Llc Dba Jsw Financial Blacksburg, VA Feb 2015 - Current 1
Vsr Advisory Services Overland Park, KS Aug 2007 - Jan 2015 7
Joel S Williams And Associates Blacksburg, VA Apr 2003 - Jan 2015 11
Vsr Financial Services, Inc. Overland Park, KS Apr 2003 - Jan 2015 11
The Masters (division Of Vsr) Overland Park, KS Apr 2003 - Aug 2007 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1983
S65 NASAA Investment Advisors Law Examination Jun 1990
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Joel S. Williams
Phone Number: 804-644-4711
Firm Website: http://www.carewell.biz
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    1,301
    MILLIONS
  • Total Number of Accounts
    7,311
    ACCOUNTS
  • Average Account Value
    $177,975
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)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
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, VT, WA, WI, WV

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BADGES
83

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