General Williams, financial advisor Lake Forest CA
90 score

General Williams

CRD Number: 6099473
Current Firm: Quest Capital Strategies, Inc.

General Williams (CRD# 6099473) is an Investment Advisor Representative working at Quest Capital Strategies, Inc. in Lake Forest, CA and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Quest Capital Strategies, Inc. Lake Forest, CA Jul 2013 - Current 3
Ash Brokerage Paterson, NJ Feb 2013 - Current 3
Mml Investors Services Clifton, NJ Aug 2012 - Feb 2013 < 1
Mass Mutual Life Insurance Company Clifton, NJ May 2012 - Feb 2013 < 1
Unemployed Paterson, NJ Jan 2012 - May 2012 < 1
Paterson Public Schools Paterson, NJ Apr 2010 - Jan 2012 1
Unemployed Paterson, NJ Mar 2009 - Apr 2010 1
Td Bank North Mahwah, NJ Mar 2008 - Mar 2009 1
Linens N Things Totowa, NJ Jul 2007 - Mar 2008 < 1
Unemployed Paterson, NJ Jun 2006 - Jul 2007 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2012
S65 NASAA Investment Advisors Law Examination Aug 2013
Contact Info for General Williams
Phone Number: 949-830-4885
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    33
    MILLIONS
  • Total Number of Accounts
    190
    ACCOUNTS
  • Average Account Value
    $173,684
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, CA, CO, FL, IA, ID, IL, IN, MA, MD, MI, NC, NH, NJ, NM, NY, OH, OR, PA, RI, SC, TX, VA, WA

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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