Michael Williams, financial advisor Portland OR
90 score

Michael Williams

CRD Number: 4451156
Current Firm: Phillips And Company Advisors LLC

Michael Williams (CRD# 4451156) is an Investment Advisor Representative working at Phillips And Company Advisors LLC in Portland, OR and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Phillips And Company Portland, OR Jun 2014 - Current 2
Prinicipal Life Ins Co Lake Oswego, OR Sep 2013 - Jun 2014 < 1
Princor Financial Services Corp Lake Oswego, OR Sep 2013 - Jun 2014 < 1
Morgan Stanley Portland, OR Apr 2013 - Sep 2013 < 1
Transamerica Financial Advisors, Inc. Portland, OR Feb 2013 - Apr 2013 < 1
World Financial Group Portland, OR Dec 2012 - Apr 2013 < 1
Mercy Corps Northwest Portland, OR May 2012 - Apr 2013 < 1
Unemployed Portland, OR Mar 2012 - Nov 2012 < 1
Sterling Bank Portland, OR Mar 2007 - Feb 2012 4
Unemployed Ellensburg, OR Dec 2006 - Mar 2007 < 1
Hopesource Ellensburg, WA May 2005 - Dec 2006 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2013
S65 NASAA Investment Advisors Law Examination Dec 2012
Contact Info for Michael S. Williams
Phone Number: 503-224-0858
Registered State(s):
  • OR
  • WA
By the Numbers
  • Total Assets Under Management
    979
    MILLIONS
  • Total Number of Accounts
    2,011
    ACCOUNTS
  • Average Account Value
    $487,030
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, FL, GA, HI, IA, ID, IL, IN, KS, KY, MA, MD, MI, MN, MO, MS, MT, NC, ND, NE, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, WA, WI

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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