Mark Williamson (CRD# 4449825) is an Investment Advisor Representative working at Planmember Securities Corporation in Grandville, MI and has over 22 years of experience in the finance industry.
CRD# 6504831
Advisory Alpha, LLC
CRD# 4414566
J.p. Morgan Securities LLC
CRD# 4187403
Stewardship Trust Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Planmember Securities Corporation | Carpinteria, CA | Feb 2016 - Current | 8 |
| Williams & Co Dba Williams And Company Financial Services | Grandville, MI | Sep 2001 - Current | 22 |
| Michigan Association Of Retired School Personnel (marsp) | Lansing, MI | Sep 2001 - Current | 22 |
| Mark Williamson (self Employed) | Spring Lake, MI | Sep 2001 - Current | 22 |
| Legend Equities Corporation | Palm Beach Gardens, FL | Aug 2001 - Feb 2016 | 14 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2001 |
| S65 | NASAA Investment Advisors Law Examination | Jan 2012 |
- MI
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Total Assets Under Management8,276MILLIONS
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Total Number of Accounts69,347ACCOUNTS
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Average Account Value$119,336
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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
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, WY
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