Jill Williams, financial advisor Fredericksburg VA
93 score

Jill Williams

CRD Number: 1962949
Current Firm: Cary Street Partners

Jill Williams (CRD# 1962949) is an Investment Advisor Representative working at Cary Street Partners in Fredericksburg, VA and has over 26 years of experience in the finance industry.

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Company Name Location Dates Years
Cary Street Partners LLC Fredericksburg, VA Jun 2007 - Current 9
Wachovia Securities, LLC Fredericksburg, VA Jun 2003 - Jun 2007 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1990
S65 NASAA Investment Advisors Law Examination Nov 2006
Contact Info for Jill A. Williams
Phone Number: (804) 521-3333
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    1,225
    MILLIONS
  • Total Number of Accounts
    3,307
    ACCOUNTS
  • Average Account Value
    $370,386
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WV

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

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