Patricia Williams, financial advisor Napa CA

Patricia Williams

CRD Number: 1006661
Current Firm: The Delta Group

Patricia Williams (CRD# 1006661) is an Investment Advisor Representative working at The Delta Group in Napa, CA and has over 40 years of experience in the finance industry.

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Company Name Location Dates Years
Oak Tree Securities, Inc. Livermore, CA Dec 1990 - Current 33
The Delta Group/delta Advisors Sonoma, CA Aug 1983 - Current 40
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1983
Contact Info for Patricia J. Williams
Phone Number: 415-640-6770
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    40
    MILLIONS
  • Total Number of Accounts
    29
    ACCOUNTS
  • Average Account Value
    $1,382,759
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CA, RI

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