Eric Williams, financial advisor Urbandale IA

Eric Williams

CRD Number: 6448810
Current Firm: Ao Wealth Advisory
Eric Williams (CRD# 6448810) is an Investment Advisor Representative working at Ao Wealth Advisory in Urbandale, IA and has 1 year of experience in the finance industry.
CONTACT
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Company Name Location Dates Years
Ao Wealth Advisory, LLC Urbandale, IA Aug 2017 - Current 3
Investment Advisors Corp West Des Moines, IA Jun 2015 - Current 5
Strong Tower Consulting Windsor Heights, IA Sep 2014 - Jun 2015 < 1
Costco West Des Moines, IA Nov 2014 - Jan 2015 < 1
The Stelter Company Urbandale, IA Jul 2008 - Sep 2014 6
Lomar Distributing Des Moines, IA Oct 2009 - Dec 2010 1
Tmc Transportation Des Moines, IA May 2006 - Jul 2008 2
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Dec 2016
Contact Info for Eric R. Williams
Phone Number: 515-224-7849
Registered State(s):
  • IA
By the Numbers
  • Total Assets Under Management
    90
    MILLIONS
  • Total Number of Accounts
    947
    ACCOUNTS
  • Average Account Value
    $95,471
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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
  • Educational seminars/workshops
Types of Clients
Registered States

IA, TX

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