Conor Williams (CRD# 7574529) is an Investment Advisor Representative working at Edward Jones in Georgetown, DE and has 1 year of experience in the finance industry.
CRD# 6118139
Eagle Strategies LLC
CRD# 5739173
Ballast Financial Advisors, LLC
CRD# 6454257
Arkadios Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Edward Jones | St Louis, MO | Jan 2024 - Current | < 1 |
| Gidget's Gadgets | Rehoboth Beach, DE | Jan 2019 - Current | 5 |
| Pacer Financial Inc. | Malvern, PA | Dec 2022 - Dec 2023 | 1 |
| Pacer Etfs | Malvern, PA | Mar 2022 - Dec 2023 | 1 |
| Pacer Financial Inc. | Malvern, PA | Mar 2022 - Nov 2022 | < 1 |
| Howard Gittis Student Center | Philadelphia, PA | Dec 2018 - Dec 2021 | 3 |
| Temple University | Philadelphia, PA | Aug 2017 - Dec 2021 | 4 |
| Team Children | King Of Prussia, PA | Sep 2021 - Nov 2021 | < 1 |
| Delmarva Picker | Rehoboth Beach, DE | May 2020 - Mar 2021 | < 1 |
| Fin's Ale House & Raw Bar | Rehoboth Beach, DE | May 2018 - Aug 2019 | 1 |
| Black Wall At The Beach | Rehoboth Beach, DE | Jun 2017 - Aug 2017 | < 1 |
| Christopher's A Neighborhood Place | Malvern, PA | Feb 2014 - Jun 2017 | 3 |
| Great Valley High School | Malvern, PA | Aug 2013 - Jun 2017 | 3 |
| Camella Hall | Malvern, PA | Oct 2015 - Nov 2015 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2022 |
| S66 | NASAA Uniform Combined State Law Examination | Feb 2024 |
- DE
- PA
- TX
-
Total Assets Under Management692,248MILLIONS
-
Total Number of Accounts4,749,388ACCOUNTS
-
Average Account Value$145,755
- A percentage of assets under your management
- Other
- 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)
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
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