Samantha WilliamsCRD Number: 5932727
Current Firm: Advance Capital Management Inc.
Samantha Williams (CRD# 5932727) is an Investment Advisor Representative working at Advance Capital Management Inc. in Southfield, MI and has over 5 years of experience in the finance industry.
Pathway Financial Planning
Plante Moran Financial Advisors
Tamma Capital LLC
|Advance Capital Services, Inc.||Southfield, MI||Apr 2012 - Current||5|
|Stephanie Wright||Kalamazoo, MI||Oct 2009 - Apr 2012||2|
|Crown Trophy||Portage, MI||Apr 2002 - Apr 2012||10|
|New York Life||Portage, MI||Mar 2011 - Sep 2011||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 2012|
|S65||NASAA Investment Advisors Law Examination||Nov 2012|
Total Assets Under Management1,837MILLIONS
Total Number of Accounts4,214ACCOUNTS
Average Account Value$435,926
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
AZ, CA, FL, GA, IL, IN, MI, MO, NC, NE, NJ, NV, OH, SC, TN, TX, WI
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