Calvin WilliamsCRD Number: 7074401
Current Firm: Freeman Capital Advisors
Calvin Williams (CRD# 7074401) is an Investment Advisor Representative working at Freeman Capital Advisors in Charlotte, NC and has over 4 years of experience in the finance industry.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Eudaimonia Partners, LLC
|Freeman Capital Advisors, LLC||Charlotte, NC||Mar 2019 - Current||3|
|Lincoln Financial Group||Greensboro, NC||Dec 2013 - Jun 2019||5|
|Epals||Herndon, VA||Aug 2011 - Nov 2013||2|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Nov 2018|
Total Assets Under Management6MILLIONS
Total Number of Accounts93ACCOUNTS
Average Account Value$66,442
- A percentage of assets under your management
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, DC, DE, FL, GA, LA, MA, MD, MI, NC, NJ, NY, OH, PA, SC, TX, VA
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