Charles WilliamsCRD Number: 5400426
Current Firm: Edward Jones
Charles Williams (CRD# 5400426) is an Investment Advisor Representative working at Edward Jones in Shelbyville, TN and has over 10 years of experience in the finance industry.
Financial Management Advisors, Inc.
Lpl Financial LLC
Raymond James Financial Services Advisors, Inc.
|Edward Jones||St Louis, MO||Aug 2007 - Current||10|
|International Mission Board, Sbc||Richmond, VA||Aug 1981 - Aug 2007||26|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2007|
Total Assets Under Management140,424MILLIONS
Total Number of Accounts777,048ACCOUNTS
Average Account Value$180,715
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- 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