Shawn Williams (CRD# 6142063) is an Investment Advisor Representative working at Primerica Advisors in Rome, NY and has over 11 years of experience in the finance industry.
CRD# 6282976
Osaic Wealth, Inc.
CRD# 6505675
Equitable Advisors, LLC
CRD# 6544193
Leigh Baldwin & Company, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Asq Consulting, An Hka Company | Houston, TX | Jan 2024 - Current | < 1 |
| Pfs Investments Inc. | Scottsdale, AZ | Jun 2018 - Current | 5 |
| Price Gregory International | Houston, TX | Nov 2013 - Current | 10 |
| Primerica Financial Services | Scottsdale, AZ | Nov 2012 - Current | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2013 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2021 |
- AZ
- TX
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Total Assets Under Management8,462MILLIONS
-
Total Number of Accounts59,808ACCOUNTS
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Average Account Value$141,486
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
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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