Kristine WilliamsCRD Number: 5322617
Current Firm: Transamerica Financial Advisors, Inc.
Kristine Williams (CRD# 5322617) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Modesto, CA and has over 9 years of experience in the finance industry.
Altos Investments, Inc.
Meyers Wealth Management
Skyoak Wealth Management, Inc.
|Realty Executives Of Merced||Atwater, CA||May 2013 - Current||3|
|Transamerica Financial Advisors, Inc.||Modesto, CA||Jan 2012 - Current||5|
|Rental Income||Merced, CA||Oct 2010 - Current||6|
|World Financial Group||Modesto, CA||Dec 2006 - Current||10|
|Re Ebroker||Vista, CA||Jan 2010 - May 2013||3|
|City 1st Mortgage Services||Bountiful, UT||Aug 2009 - Nov 2012||3|
|Investment Advisors International, Inc.||Modesto, CA||Jul 2008 - Jan 2012||3|
|World Group Securities, Inc.||Modesto, CA||Jun 2007 - Jan 2012||4|
|Your Family Realty Center||Fremont, CA||May 2009 - Jan 2010||< 1|
|High Tech Lending||Roseville, CA||Jun 2008 - Aug 2009||1|
|Home Funders||Newark, CA||Aug 2004 - May 2009||4|
|Us Financial Mortgage||Rocklin, CA||Oct 2007 - Jun 2008||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 2007|
|S65||NASAA Investment Advisors Law Examination||May 2008|
Total Assets Under Management4,493MILLIONS
Total Number of Accounts33,842ACCOUNTS
Average Account Value$132,767
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- 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, VI, VT, WA, WI, WV
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