Gretchen Williamson, financial advisor Dorado PR
90 score

Gretchen Williamson

CRD Number: 6010982
Current Firm: Euro Pacific Asset Management, LLC

Gretchen Williamson (CRD# 6010982) is an Investment Advisor Representative working at Euro Pacific Asset Management, LLC in Dorado, PR and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Craigs Investment Partners Auckland, Sep 2009 - Current 7
Abn Amro Craigs Limited Auckland, Apr 2005 - Sep 2009 4
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Mar 2012
Contact Info for Gretchen R. Williamson
Phone Number: 787-945-2112
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    742
    MILLIONS
  • Total Number of Accounts
    2,466
    ACCOUNTS
  • Average Account Value
    $300,993
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
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, 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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