Nicole WilliamsCRD Number: 6191500
Current Firm: Foster & Motley Inc.
Nicole Williams (CRD# 6191500) is an Investment Advisor Representative working at Foster & Motley Inc. in Cincinnati, OH and has over 4 years of experience in the finance industry.
Prudential Financial Planning Services
Renaissance Investment Management
Journey Advisory Group, LLC
|Foster & Motley, Inc.||Cincinnati, OH||May 2017 - Current||4|
|Allied Integrated Marketing||Cincinnati, OH||Nov 2016 - Current||5|
|Fund Evaluation Group||Cincinnati, OH||May 2016 - May 2017||1|
|Medpace||Cincinnati, OH||May 2014 - May 2016||2|
|Full Time Education||Cincinnati, OH||Aug 2013 - May 2014||< 1|
|Morgan Stanley||Toledo, OH||May 2013 - Aug 2013||< 1|
|Full Time Education||Cincinnati, OH||May 2012 - May 2013||1|
|Full Time Education||Toledo, OH||Aug 2008 - May 2012||3|
|Tim Hortons||Toledo, OH||Sep 2011 - Apr 2012||< 1|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Nov 2017|
Total Assets Under Management1,727MILLIONS
Total Number of Accounts729ACCOUNTS
Average Account Value$2,369,203
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Publication of periodicals or newsletters
- Educational seminars/workshops
CA, CO, FL, GA, IL, IN, KY, LA, MI, MN, NC, NJ, NY, OH, SC, TX
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