Mary Williams (CRD# 6580834) is an Investment Advisor Representative working at Pathway Financial Advisors, LLC in South Burlington, VT and has over 17 years of experience in the finance industry. Mary Williams has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4736078
Poulos Advisors, Inc.
CRD# 4216957
Kestra Advisory Services, LLC
CRD# 1978980
Raymond James & Associates, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pathway Financial Advisors, LLC | Burlington, VT | Jul 2009 - Current | 14 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Dec 2006 |
- VT
-
Total Assets Under Management783MILLIONS
-
Total Number of Accounts912ACCOUNTS
-
Average Account Value$858,524
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other
FL, GA, MA, NH, NJ, NY, VT
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