Edward Williams, financial advisor Downingtown PA

Edward Williams

CRD Number: 4465340
Current Firm: Facet

Edward Williams (CRD# 4465340) is an Investment Advisor Representative working at Facet in Downingtown, PA and has over 22 years of experience in the finance industry. Edward 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.

Similar Advisors
Thomas Corcimiglia, financial advisor Downingtown PA
Thomas C. Corcimiglia
CRD# 2972218
Lpl Financial LLC
Similar Advisors
Mark Abbonizio, financial advisor Downingtown PA
Mark D. Abbonizio
CRD# 6180296
Oppenheimer & Company Inc.
Similar Advisors
Brandon Abe, financial advisor Downingtown PA
Brandon J. Abe
CRD# 6436358
Planning Capital Management Corp.
Professional Designations
Company Name Location Dates Years
Facet Wealth Baltimore, MD May 2021 - Current 2
Citizens Bank Fort Washington, PA Aug 2020 - Current 3
Clarfeld Financial Advisors Tarrytown, NY Aug 2020 - Current 3
Citizens Bank Fort Washington, PA Aug 2020 - Apr 2021 < 1
Tiaa Radnor, PA Dec 2015 - Aug 2020 4
Vanguard Malvern, PA Jan 2004 - Dec 2015 11
The Vanguard Group, Inc. Malvern, PA Dec 2003 - Dec 2015 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2002
S65 NASAA Investment Advisors Law Examination Jan 2016
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Edward G. Williams
Phone Number: (443)376-6222
Registered State(s):
  • PA
  • TX
By the Numbers
  • Total Assets Under Management
    2,545
    MILLIONS
  • Total Number of Accounts
    24,977
    ACCOUNTS
  • Average Account Value
    $101,880
Compensation Options
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • 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

Ready to hire a financial advisor? Get competitive proposals from Edward Williams and other advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.