Artis Williams, financial advisor Orlando FL
83 score

Artis Williams

CRD Number: 1099390
Current Firm: Primerica Advisors

Artis Williams (CRD# 1099390) is an Investment Advisor Representative working at Primerica Advisors in Orlando, FL and has over 12 years of experience in the finance industry.

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Company Name Location Dates Years
Pfs Investments Inc. Orlando, FL Aug 2016 - Current 1
Primerica Financial Services Orlando, FL Aug 1980 - Current 37
Lockwood Advisors, Inc. King Of Prussia, PA Jan 2011 - Jul 2016 5
Pershing LLC King Of Prussia, PA Jan 2011 - Jul 2016 5
Primerica San Antonio, TX May 2010 - Dec 2010 < 1
Retirement Value LLC San Antonio, TX Jun 2009 - Apr 2010 < 1
Insure.com/life Quotes.com Helotes, TX Jan 2008 - Jun 2009 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Feb 2011
S66 NASAA Uniform Combined State Law Examination Feb 2006
S63 Uniform Securities State Law Examination Oct 2015
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, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Artis O. Williams
Phone Number: 800-544-5445
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    446
    MILLIONS
  • Total Number of Accounts
    3,814
    ACCOUNTS
  • Average Account Value
    $116,938
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

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, WY

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BADGES
83

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