Charles Williams, financial advisor Glen Allen VA
96 score

Charles Williams

CRD Number: 1143111
Current Firm: The Main Street Group

Charles Williams (CRD# 1143111) is an Investment Advisor Representative working at The Main Street Group in Glen Allen, VA and has over 19 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
The Main Street Group, Ltd Glen Allen, VA Oct 2015 - Current 1
Lpl Financial LLC Richmond, VA Dec 2005 - Current 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1997
S65 NASAA Investment Advisors Law Examination Aug 1997
Contact Info for Charles M. Williams
Phone Number: 804-270-4470
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    65
    MILLIONS
  • Total Number of Accounts
    375
    ACCOUNTS
  • Average Account Value
    $173,475
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

MD, NC, NY, TX, VA

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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