Rodney Williams, financial advisor Tukwila WA

Rodney Williams

CRD Number: 6762245
Current Firm: Fidelity Personal And Workplace Advisors

Rodney Williams (CRD# 6762245) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Tukwila, WA and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Investments Tukwila, WA Apr 2021 - Current 2
Bank Of America, N.a. Federal Way, WA Dec 2017 - Mar 2021 3
Merrill Lynch, Pierce, Fenner & Smith Incorporated Federal Way, WA Feb 2017 - Mar 2021 4
Lowes Home Improvement Seattle, WA Mar 2016 - Feb 2017 < 1
Unemployed / Full-time Student Seattle, WA Feb 2015 - Mar 2016 1
Us Navy: Carrier Strike Group Eleven Everett, WA Aug 2013 - Feb 2015 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2017
Contact Info for Rodney Williams
Phone Number: 617-563-7000
Registered State(s):
  • TX
  • WA
By the Numbers
  • Total Assets Under Management
    652,548
    MILLIONS
  • Total Number of Accounts
    1,712,247
    ACCOUNTS
  • Average Account Value
    $381,106
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • 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)
  • Educational seminars/workshops
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, VT, WA, WI, WV, WY

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