Seymour Williams (CRD# 1723554) is an Investment Advisor Representative working at Lifemark Securities Corp. in Pearl River, NY and has over 36 years of experience in the finance industry. Seymour Williams has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 1420183
Financial Life Focus, LLC
CRD# 2708116
Park Avenue Securities LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lifemark Securities Corp. | Rochester, NY | Oct 2021 - Current | 2 |
| Accountable Financial Management | Ny, NY | Dec 1989 - Current | 34 |
| Sunstreet Securities, LLC | Laveen, AZ | Oct 2010 - Oct 2021 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1987 |
- DE
- NY
- PA
- SC
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Total Assets Under Management246MILLIONS
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Total Number of Accounts1,231ACCOUNTS
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Average Account Value$199,925
- A percentage of assets under your management
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