Conosha WilliamsCRD Number: 6729851
Current Firm: Vanguard Advisers, Inc.
Conosha Williams (CRD# 6729851) is an Investment Advisor Representative working at Vanguard Advisers, Inc. in Charlotte, NC and has over 3 years of experience in the finance industry.
Ubs Financial Services Inc.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
The Financial Legacy Group
|The Vanguard Group, Inc.||Charlotte, NC||Nov 2016 - Current||4|
|Pink Zebra||Charlotte, NC||May 2016 - Apr 2019||2|
|Unemployed||Charlotte, NC||Jul 2016 - Nov 2016||< 1|
|Corestaff Services||Houston, TX||Jun 2013 - Jun 2016||3|
|Teksystems||Greenville, SC||Feb 2011 - Apr 2013||2|
|South Carolina State University||Orangeburg, SC||Aug 2010 - Dec 2010||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 2017|
|S66||NASAA Uniform Combined State Law Examination||Sep 2019|
Total Assets Under Management221,045MILLIONS
Total Number of Accounts452,542ACCOUNTS
Average Account Value$488,452
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
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, VI, VT, WA, WI, WV, WY
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