George Williams, financial advisor Radford VA
93 score

George Williams

CRD Number: 1020428
Current Firm: Stifel, Nicolaus & Company, Incorporated

George Williams (CRD# 1020428) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Radford, VA and has over 34 years of experience in the finance industry.

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Company Name Location Dates Years
Stifel Nicolaus & Co Inc. Radford, VA May 2010 - Current 6
Morgan Stanley Smith Barney Radford, VA Jun 2009 - May 2010 < 1
Citigroup Global Markets Inc. Radford, VA Feb 2006 - May 2010 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1982
S65 NASAA Investment Advisors Law Examination Dec 1991
Contact Info for George A. Williams
Phone Number: 314-342-2000
Firm Website: http://www.stifel.com
Registered State(s):
  • TX
  • VA
By the Numbers
  • Total Assets Under Management
    38,401
    MILLIONS
  • Total Number of Accounts
    115,441
    ACCOUNTS
  • Average Account Value
    $332,650
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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