Edward Williams, financial advisor Philadelphia PA
83 score

Edward Williams

CRD Number: 4465340
Current Firm: Advice And Planning Services

Edward Williams (CRD# 4465340) is an Investment Advisor Representative working at Advice And Planning Services in Philadelphia, PA and has over 14 years of experience in the finance industry.

Similar Advisors
Thomas McKeon, financial advisor Philadelphia PA
Thomas F. McKeon
CRD# 2261840
Clothier Springs Capital Management, LLC
Score
106
Similar Advisors
Jeffrey Jones, financial advisor Philadelphia PA
Jeffrey R. Jones
CRD# 5348132
Cypress Financial Planning
Score
105
Similar Advisors
Richard Welch, financial advisor Philadelphia PA
Richard M. Welch
CRD# 5955239
Academy Wealth Advisers, LLC
Score
105
Company Name Location Dates Years
Tiaa-cref Individual & Institutional Services, LLC Philadelphia, PA Dec 2015 - Current 1
Tiaa Philadelphia, PA Dec 2015 - Current 1
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, 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 Edward G. Williams
Phone Number: 212-490-9000
Firm Website: http://www.tiaa.org
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    16,792
    MILLIONS
  • Total Number of Accounts
    45,960
    ACCOUNTS
  • Average Account Value
    $365,356
Compensation Options
  • A percentage of assets under your management
  • Other
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

Ready to hire a financial advisor? Get competitive proposals from Edward Williams and other advisors.
BADGES
83

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 of 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.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

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.