Charles Williams (CRD# 1968026) is an Investment Advisor Representative working at Edward Jones in Fredericksburg, VA and has over 34 years of experience in the finance industry.
CRD# 5121200
Lpl Financial LLC
CRD# 5756796
Equitable Advisors, LLC
CRD# 1349581
Stifel, Nicolaus & Company, Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Edward Jones | St.louis, MO | Oct 2019 - Current | 4 |
| Unemployed | Locust Grove, VA | Jan 2019 - Sep 2019 | < 1 |
| Eagle Strategies LLC | Bethesda, MD | May 2018 - Dec 2018 | < 1 |
| New York Life Insurance Com | Bethesda, MD | Apr 2018 - Dec 2018 | < 1 |
| Nylife Securities LLC | Bethesda, MD | Apr 2018 - Dec 2018 | < 1 |
| Unemployed | Centreville, VA | Nov 2017 - Mar 2018 | < 1 |
| Voya Financial Advisors, Inc. | Fairfax, VA | Mar 2000 - Nov 2017 | 17 |
| Ing Financial Partners, Inc. | Fairfax, VA | Jan 2011 - Aug 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 1989 |
| S65 | NASAA Investment Advisors Law Examination | Jun 1998 |
- TX
- VA
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Total Assets Under Management692,248MILLIONS
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Total Number of Accounts4,749,388ACCOUNTS
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Average Account Value$145,755
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
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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