Andrew McWilliamsCRD Number: 1009357
Current Firm: Wells Fargo Advisors, LLC
Andrew McWilliams (CRD# 1009357) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Eugene, OR and has over 35 years of experience in the finance industry.
Kms Financial Services, Inc.
1st Global Advisors Inc.
Sapient Private Wealth Management, LLC
|Wells Fargo Advisors LLC||Eugene, OR||May 2009 - Current||8|
|Wachovia Securities, LLC||Eugene, OR||Jan 2006 - May 2009||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 1982|
|S65||NASAA Investment Advisors Law Examination||Oct 1992|
Total Assets Under Management372,113MILLIONS
Total Number of Accounts1,339,368ACCOUNTS
Average Account Value$277,827
- 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
- Pension consulting services
- 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, 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