William Williams, financial advisor Summerville SC
89 score

William Williams

CRD Number: 6237506
Current Firm: Edward Jones

William Williams (CRD# 6237506) is an Investment Advisor Representative working at Edward Jones in Summerville, SC and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Edward Jones St Louis, MO Aug 2013 - Current 3
Itt Educational Services Inc. Carmel, IN Aug 2010 - Aug 2013 3
Charleston Southern University Charleston, SC Sep 2012 - May 2013 < 1
City Of Charleston Charleston, SC Feb 2009 - Dec 2011 2
Dorchester School District Two Summerville, SC Feb 2007 - Mar 2010 3
Caps Inc. Northbrook, IL Nov 2007 - Sep 2008 < 1
Relish Downtown Summerville, SC May 2008 - Aug 2008 < 1
College Of Charleston Charleston, SC Mar 2008 - May 2008 < 1
Summerville Family Ymca Summerville, SC Jun 2007 - Aug 2007 < 1
Berlin G Myers Lumber Corperation Summerville, SC Dec 2005 - Feb 2007 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2013
Contact Info for William C. Williams
Phone Number: 314-515-2000
Registered State(s):
  • SC
By the Numbers
  • Total Assets Under Management
    140,424
    MILLIONS
  • Total Number of Accounts
    777,048
    ACCOUNTS
  • Average Account Value
    $180,715
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • 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)
Types of Clients
Registered States

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

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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