Kevin Williams (CRD# 1529076) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in South Easton, MA and has over 37 years of experience in the finance industry.
CRD# 2086353
Fidelity Personal And Workplace Advisors
CRD# 5046672
Lido
CRD# 4318531
Integrated Wealth Concepts LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| City National Bank | South Easton, MA | May 2019 - Current | 4 |
| Rbc Capital Markets Corporation | South Easton, MA | Mar 2008 - Current | 16 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1986 |
| S66 | NASAA Uniform Combined State Law Examination | May 2006 |
- TX
- VI
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Total Assets Under Management201,264MILLIONS
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Total Number of Accounts451,404ACCOUNTS
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Average Account Value$445,862
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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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