Debra WilliamsCRD Number: 5912830
Current Firm: J. W. Cole Advisors, Inc.
Debra Williams (CRD# 5912830) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Colorado Springs, CO and has over 5 years of experience in the finance industry.
Garrett Investment Advisors, LLC
Horizons Sustainable Financial Services, Inc.
Intervest International, Inc.
|J.w. Cole Financial, Inc.||Tampa, FL||Jan 2015 - Current||2|
|J.w. Cole Advisors, Inc.||Tampa, FL||Jan 2015 - Current||2|
|Edward Jones||St Louis, MO||Aug 2012 - Jan 2015||2|
|Usafr||Colorado Springs, CO||Jun 2012 - Jan 2015||2|
|First Command Financial Planning||Fort Worth, TX||Jun 2011 - Jun 2012||1|
|First Command Insurance Services||Fort Worth, TX||Jun 2011 - Jun 2012||1|
|Creative Realty & Investments, LLC||Colorado Springs, CO||Jan 2011 - May 2012||1|
|Virtual Business Solutions, LLC||Colorado Springs, CO||Jun 2011 - Mar 2012||< 1|
|Usafr||Colorado Springs, CO||Apr 2011 - Jun 2011||< 1|
|Virtual Business Solutions, LLC||Colorado Springs, CO||Jan 2011 - Mar 2011||< 1|
|Usaf Reserve||Colorado Springs, CO||Jan 2007 - Jan 2011||4|
|Unemployed||Colorado Springs, CO||Nov 2006 - Jan 2007||< 1|
|Air Force Reserve||Colorado Springs, CO||Dec 2000 - Nov 2006||5|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2011|
Total Assets Under Management1,250MILLIONS
Total Number of Accounts6,832ACCOUNTS
Average Account Value$182,954
- 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
- 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV