Kristina Williams (CRD# 7086229) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Westlake, TX and has over 5 years of experience in the finance industry.
CRD# 2754150
Charles Schwab & Company, Inc.
CRD# 5076833
Charles Schwab & Company, Inc.
CRD# 5959695
Fisher Investments
Company Name | Location | Dates | Years |
---|---|---|---|
Fidelity Brokerage Services LLC | Westlake, TX | Mar 2019 - Current | 5 |
Cellular World | Decatur, TX | Oct 2018 - Mar 2019 | < 1 |
Brinker International | Grapevine, TX | Sep 2018 - Oct 2018 | < 1 |
Henderson Technologies LLC | Decatur, TX | Feb 2015 - Oct 2018 | 3 |
Airport Wireless | Dfw Airport, TX | Jan 2014 - Jan 2015 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jun 2019 |
S66 | NASAA Uniform Combined State Law Examination | Jan 2020 |
- TX
-
Total Assets Under Management818,776MILLIONS
-
Total Number of Accounts1,991,043ACCOUNTS
-
Average Account Value$411,230
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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
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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