Charles WilliamsCRD Number: 1968026
Current Firm: Voya Financial Advisors, Inc.
Charles Williams (CRD# 1968026) is an Investment Advisor Representative working at Voya Financial Advisors, Inc. in Irvine, CA and has over 27 years of experience in the finance industry.
Dorman Skorheim Wealth Management LLC
Jst Investment Consulting
Asset Planning, Inc.
|Voya Financial Advisors, Inc.||Fairfax, VA||Sep 2014 - Current||2|
|Ing Financial Partners, Inc.||Fairfax, VA||Jan 2011 - Aug 2014||3|
|Ing Financial Advisers, LLC||Fairfax, VA||May 2002 - Dec 2010||8|
|Ing||Fairfax, VA||Nov 2000 - Dec 2010||10|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 1989|
|S65||NASAA Investment Advisors Law Examination||Jun 1998|
Total Assets Under Management9,298MILLIONS
Total Number of Accounts59,441ACCOUNTS
Average Account Value$156,432
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, VT, WA, WI, WV