Andrew WilliamsCRD Number: 1037916
Current Firm: Advisors Asset Management, Inc.
Andrew Williams (CRD# 1037916) is an Investment Advisor Representative working at Advisors Asset Management, Inc. in Naples, FL and has over 35 years of experience in the finance industry.
Lewis Capital Management
H. Beck, Inc.
H.d. Vest Advisory Services, Inc.
|Advisors Asset Management, Inc.||Monument, CO||Aug 2007 - Current||10|
|Unemployed||Princeton, NJ||Aug 2006 - Jul 2007||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 1982|
|S65||NASAA Investment Advisors Law Examination||Mar 2006|
Total Assets Under Management810MILLIONS
Total Number of Accounts821ACCOUNTS
Average Account Value$986,394
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI