Kelly Williams, financial advisor Horsham PA
88 score

Kelly Williams

CRD Number: 6265427
Current Firm: Charles Schwab & Company, Inc.

Kelly Williams (CRD# 6265427) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Horsham, PA and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Charles Schwab & Company, Inc. Horsham, PA Oct 2013 - Current 3
Upper Dublin School District Fort Washington, PA Mar 2012 - Oct 2013 1
Central Bucks School District Doylestown, PA Jan 2012 - Oct 2013 1
North Penn School District Lansdale, PA Sep 2011 - Oct 2013 2
Mermaid Country Day Camp Blue Bell, PA Jun 2011 - Aug 2013 2
Independent Nanny Philadelphia, PA Aug 2011 - Mar 2012 < 1
David Randall Associates, Inc. Harleysville, PA Dec 2009 - Jun 2011 1
Full Time Education State College, PA Aug 2006 - May 2011 4
Harpers Ferry National Historical Park Harpers Ferr, WV Jun 2009 - Sep 2009 < 1
The Book People Harleysville, PA Jan 2003 - May 2009 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2014
Contact Info for Kelly E. Williams
Phone Number: 415-667-7000
Firm Website: https://www.schwab.com
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, 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

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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