Tesa Williamson (CRD# 4696209) is an Investment Advisor Representative working at Doyenne Wealth Advisors in Chicago, IL and has over 20 years of experience in the finance industry. Tesa Williamson 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# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 4846117
Hightower Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Doyenne Wealth Advisors LLC | Chicago, IL | Jan 2022 - Current | 1 |
| Brownson Rehmus Foxworth | Chicago, IL | Nov 2021 - Dec 2021 | < 1 |
| Williamson House | Columbus, OH | Sep 2012 - Nov 2021 | 9 |
| Target | Columbus, OH | Oct 2017 - Jul 2018 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2003 |
| S65 | NASAA Investment Advisors Law Examination | Jul 2022 |
- IL
- OH
-
Total Assets Under Management1,503MILLIONS
-
Total Number of Accounts723ACCOUNTS
-
Average Account Value$2,078,393
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AZ, CA, CO, CT, FL, GA, IL, MN, NY, OH, TX
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