Kelly WilliamsCRD 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 3 years of experience in the finance industry.
Clothier Springs Capital Management, LLC
Cypress Financial Planning
Academy Wealth Advisers, LLC
|Charles Schwab & Company, Inc.||Horsham, PA||Oct 2013 - Current||4|
|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|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Selection of other advisers (including private fund managers)
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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