Bart Williams, financial advisor Denver CO
90 score

Bart Williams

CRD Number: 4515005
Current Firm: Advice And Planning Services

Bart Williams (CRD# 4515005) is an Investment Advisor Representative working at Advice And Planning Services in Denver, CO and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Tiaa Denver, CO Nov 2007 - Current 9
Tiaa-cref Individual & Institutional Services, LLC Denver, CO Nov 2007 - Current 9
M&t Securities Baltimore, MD Mar 2007 - Sep 2007 < 1
M&t Bank Baltimore, MD Feb 2007 - Sep 2007 < 1
John Hancock Life Insurance Company Inc. Towson, MD Dec 2004 - Feb 2007 2
Signator Investors Inc. Towson, MD Dec 2004 - Feb 2007 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2012
Contact Info for Bart R. Williams
Phone Number: 212-490-9000
Firm Website: http://www.tiaa.org
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    16,792
    MILLIONS
  • Total Number of Accounts
    45,960
    ACCOUNTS
  • Average Account Value
    $365,356
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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
90
Clean Record
This advisor has a clean track record with regulators.

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