Steven Williams (CRD# 1494135) is an Investment Advisor Representative working at Primerica Advisors in Winnsboro, LA and has over 19 years of experience in the finance industry.
CRD# 6837280
Edward Jones
CRD# 2485301
Edward Jones
CRD# 3039933
State Farm Investment Management Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Primerica Financial Services | Winnsboro, LA | Feb 1991 - Current | 33 |
| Pfs Investments Inc. | Winnsboro, LA | Mar 1986 - Current | 38 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2004 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- LA
- TX
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Total Assets Under Management8,462MILLIONS
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Total Number of Accounts59,808ACCOUNTS
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Average Account Value$141,486
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
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, VI, VT, WA, WI, WV, WY
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