Peter Williams, financial advisor Oakbrook Terrace IL
96 score

Peter Williams

CRD Number: 1047041
Current Firm: Private Client Services, LLC

Peter Williams (CRD# 1047041) is an Investment Advisor Representative working at Private Client Services, LLC in Oakbrook Terrace, IL and has over 34 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Private Client Services LLC Louisville, KY Jul 2010 - Current 6
Nationwide Securities, Inc. Kansas City, MO Aug 2008 - Jul 2010 1
1717 Capital Management Company Newark, DE Apr 1982 - Jul 2010 28
Provident Mutual Life Kansas City, MO Feb 1979 - Jul 2010 31
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1982
Contact Info for Peter J. Williams
Phone Number: 502-451-0600
Firm Website: http://www.kfg.com
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    163
    MILLIONS
  • Total Number of Accounts
    878
    ACCOUNTS
  • Average Account Value
    $185,763
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AL, CA, CO, CT, DE, FL, GA, HI, IL, IN, KY, MA, MI, MO, MS, NC, NE, NH, NJ, NM, NY, OH, OR, PA, TN, TX, UT, VA, VT, WI

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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