Christopher Williams, financial advisor Clinton MA
93 score

Christopher Williams

CRD Number: 3125254
Current Firm: Investors Capital Advisory

Christopher Williams (CRD# 3125254) is an Investment Advisor Representative working at Investors Capital Advisory in Clinton, MA and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
Investors Capital Lynnfield, MA Nov 2006 - Current 10
Financial Network Investment Corporation Westminster, MA Jun 1999 - Nov 2006 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1999
S65 NASAA Investment Advisors Law Examination Mar 2005
Contact Info for Christopher J. Williams
Phone Number: 800-949-1422
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    1,571
    MILLIONS
  • Total Number of Accounts
    7,960
    ACCOUNTS
  • Average Account Value
    $197,401
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States

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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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