Joshua Williams, financial advisor Carpinteria CA
93 score

Joshua Williams

CRD Number: 5392424
Current Firm: Planmember Securities Corporation

Joshua Williams (CRD# 5392424) is an Investment Advisor Representative working at Planmember Securities Corporation in Carpinteria, CA and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Trustmark Insurance Grandville, MI Jun 2016 - Current < 1
Planmember Securities Corporation Carpinteria, CA Feb 2016 - Current < 1
Michigan Association Of Retired School Personnel (marsp) Lansing, MI Mar 2015 - Current 1
Williams & Co Dba Williams And Company Financial Services Grandville, MI Mar 2008 - Current 8
W&c Wealth Management Grandville, MI Mar 2008 - Current 8
Joshua Williams (self Employed) Grandville, MI Mar 2008 - Current 8
Legend Equities Corporation Palm Beach Gardens, FL Jul 2007 - Feb 2016 8
Midland University Midland, MI Sep 2006 - Mar 2008 1
Kawasaki Grand Rapids, MI Jun 2004 - Aug 2006 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2008
Contact Info for Joshua R. Williams
Phone Number: 805-684-1199
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    2,638
    MILLIONS
  • Total Number of Accounts
    49,000
    ACCOUNTS
  • Average Account Value
    $53,828
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • 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
93
Clean Record
This advisor has a clean track record with regulators.

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