Janice WilliamsCRD Number: 1901772
Current Firm: D'arcangelo Financial Group, LLC
Janice Williams (CRD# 1901772) is an Investment Advisor Representative working at D'arcangelo Financial Group, LLC in Utica, NY and has over 27 years of experience in the finance industry.
Wells Fargo Advisors, LLC
Cadaret Grant & Co Inc.
M. Griffith Investment Services, Inc.
|D'arcangelo Financial Group, LLC||Utica, NY||Feb 2009 - Current||7|
|Paradigm Consulting, Inc.||Utica, NY||Aug 2007 - Current||9|
|Royal Alliance Associates, Inc.||Utica, NY||Aug 2002 - Current||14|
|Adirondack Financial Services||Utica, NY||Aug 2002 - Aug 2007||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 1989|
|S65||NASAA Investment Advisors Law Examination||Oct 1996|
Total Assets Under Management10MILLIONS
Total Number of Accounts42ACCOUNTS
Average Account Value$234,931
- A percentage of assets under your management
- 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)