Matthew Williams (CRD# 6109437) is an Investment Advisor Representative working at Impact Advisors Group in Duxbury, MA and has over 11 years of experience in the finance industry. Matthew 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.
CRD# 2086353
Fidelity Personal And Workplace Advisors
CRD# 5046672
Lido
CRD# 5158798
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Impact Advisors Group | Duxbury, MA | Jan 2021 - Current | 3 |
| Heritage Investors, LLC | Knoxville, TN | May 2020 - Jan 2021 | < 1 |
| Guardian Life Insurance | Huntingdon Valley, PA | Jun 2019 - May 2020 | < 1 |
| Park Avenue Securities | Huntingdon Valley, PA | Jun 2019 - May 2020 | < 1 |
| Guardian Life Insurance Company | Blue Bell, PA | Jan 2019 - May 2019 | < 1 |
| Park Avenue Securities | Blue Bell, PA | Jan 2019 - May 2019 | < 1 |
| Guardian Life Insurance | Pottstown, PA | Jun 2017 - Jan 2019 | 1 |
| Park Avenue Securities | Pottstown, PA | Jun 2017 - Jan 2019 | 1 |
| Guardian Life Insurance Company | Blue Bell, PA | Dec 2015 - May 2017 | 1 |
| Park Avenue Securities LLC | Blue Bell, PA | Dec 2015 - May 2017 | 1 |
| Park Avenue Securities | Norristown, PA | Aug 2012 - Dec 2015 | 3 |
| Guardian Life Insurance Company | Norristown, PA | Jul 2012 - Dec 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2012 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2014 |
- NJ
- PA
-
Total Assets Under Management43MILLIONS
-
Total Number of Accounts77ACCOUNTS
-
Average Account Value$555,960
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
GA, MA, NJ, PA
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.