Andrew Williams, financial advisor Greenville SC

Andrew Williams

CRD Number: 3026751
Current Firm: Robert W. Baird & Company Incorporated

Andrew Williams (CRD# 3026751) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Greenville, SC and has over 24 years of experience in the finance industry.

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Company Name Location Dates Years
Baird Greenville, SC Nov 2021 - Current < 1
Bank Of America Charlotte, NC Dec 1998 - Nov 2021 22
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1998
S65 NASAA Investment Advisors Law Examination Apr 1998
S66 NASAA Uniform Combined State Law Examination Jan 2022
Contact Info for Andrew H. Williams
Phone Number: 414-765-3500
Registered State(s):
  • SC
  • TX
By the Numbers
  • Total Assets Under Management
    275,840
    MILLIONS
  • Total Number of Accounts
    272,742
    ACCOUNTS
  • Average Account Value
    $1,011,359
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based fees
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
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, WY

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