Distance Metro area (25 miles)
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
Charles Williams (CRD# 727212) is an Investment Advisor Representative working at Questar Asset Management, Inc. in Westfield, IN and has over 31 years of experience in the finance industry.
Brad is the chief investment strategist for Asset Management at Halter Ferguson Financial, Inc. Brad graduated with a Bachelor of Arts in economics and statistics from Northwestern University and is a Chartered Financial Analyst™ charter holder. Prior to joining Halter Ferguson Financial, Brad was a stock options trader on the Chicago Board of Options Exchange for 5 years.
Brad is Past President of the CFA Society of Indianapolis and served on the Finance Council of Saint Maria Goretti Church. Brad has been a financial advisor for more than 12 years. Brad manages investments for individuals,...