Marco WilliamsCRD Number: 5471738
Current Firm: Schwab Private Client Investment Advisory, Inc.
Marco Williams (CRD# 5471738) is an Investment Advisor Representative working at Schwab Private Client Investment Advisory, Inc. in Orlando, FL and has over 9 years of experience in the finance industry.
Ameriprise Financial Services, Inc.
American Financial Advisors Inc.
Retirement Wealth Advisors, Inc.
|Schwab Private Client Investment Advisory Inc.||Orlando, FL||Feb 2015 - Current||3|
|Charles Schwab & Company, Inc.||Orlando, FL||Apr 2012 - Current||5|
|R W Advertising LLC||Tampa, FL||Feb 2010 - Current||8|
|Unemployed||Tampa, FL||Aug 2011 - Apr 2012||< 1|
|Morgan Stanley Smith Barney||New York, NY||Nov 2010 - Aug 2011||< 1|
|Edward Jones||St Louis, MO||Jan 2008 - Nov 2010||2|
|Tommy Bahama||Tampa, FL||May 2007 - Jan 2008||< 1|
|University Of South Florida||Tampa, FL||Oct 2005 - Dec 2007||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 2008|
Total Assets Under Management67,823MILLIONS
Total Number of Accounts155,246ACCOUNTS
Average Account Value$436,876
- Financial planning services
- Portfolio management for individuals and/or small businesses
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, VT, WA, WI, WV