Robert Williams, financial advisor Murfreesboro TN

Robert Williams

CRD Number: 1421915
Current Firm: Alhambra Investment Management LLC

Robert Williams (CRD# 1421915) is an Investment Advisor Representative working at Alhambra Investment Management LLC in Murfreesboro, TN and has over 30 years of experience in the finance industry.

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Company Name Location Dates Years
Alhambra Investment Management LLC Murfreesboro, TN Dec 2013 - Current 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1993
S65 NASAA Investment Advisors Law Examination Dec 1999
S66 NASAA Uniform Combined State Law Examination Jan 2001
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Robert G. Williams
Phone Number: 305-233-3772
Registered State(s):
  • NC
  • TN
  • TX
By the Numbers
  • Total Assets Under Management
    238
    MILLIONS
  • Total Number of Accounts
    483
    ACCOUNTS
  • Average Account Value
    $493,388
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
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
Types of Clients
Registered States

CA, CO, FL, GA, NC, NH, NY, OR, PA, SC, TN, TX, VA, WA

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