Antoine Williams
CRD Number: 2072136Current Firm: Antoine Williams & Associates Wealth Management, LLC
Antoine Williams (CRD# 2072136) is an Investment Advisor Representative working at Antoine Williams & Associates Wealth Management, LLC in Shelburne, VT and has over 24 years of experience in the finance industry.
CRD# 4736078
Poulos Advisors, Inc.
CRD# 4216957
Kestra Advisory Services, LLC
CRD# 1978980
Raymond James & Associates, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Antoine Williams & Associate Wealth Management, LLC | Shelburne, VT | Mar 2021 - Current | 3 |
| Lpl Financial LLC | Shelburne, VT | May 2012 - Apr 2021 | 8 |
| Private Advisor Group, LLC | Shelburne, VT | May 2012 - Jan 2021 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 1999 |
| S66 | NASAA Uniform Combined State Law Examination | May 2005 |
- TX
- VT
-
Total Assets Under Management198MILLIONS
-
Total Number of Accounts855ACCOUNTS
-
Average Account Value$231,471
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, FL, MA, NC, NH, NY, SC, TX, VT
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