Peter Williams (CRD# 6704661) is an Investment Advisor Representative working at Edward Jones in Plano, TX and has over 3 years of experience in the finance industry.
CRD# 5009276
Hedgefield Wealth Management
CRD# 2234163
Cravens Brothers Private Wealth Management LLC
CRD# 2492919
Patton Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Edward Jones | St Louis, MO | Sep 2016 - Current | 7 |
| Full Time Education | Lubbock, TX | Aug 2019 - Dec 2019 | < 1 |
| Edward Jones | Fairview, TX | Jun 2019 - Aug 2019 | < 1 |
| Uber Technologies | Lubbock, TX | Jan 2016 - Jun 2019 | 3 |
| Full Time Education | Lubbock, TX | Jan 2019 - May 2019 | < 1 |
| Coach | St. Louis, MO | Jun 2018 - Jan 2019 | < 1 |
| Hg Thrash Clothier | Lubbock, TX | Jan 2018 - Mar 2018 | < 1 |
| Edward Jones | Lubbock, TX | Jun 2017 - Aug 2017 | < 1 |
| Edward Jones | Lubbock, TX | Aug 2016 - Nov 2016 | < 1 |
| Midtown Hometown Improvements | St Louis, MO | May 2016 - Jul 2016 | < 1 |
| Austex Landscaping | Lubbock, TX | Mar 2016 - May 2016 | < 1 |
| Full Time Education | Cape Girardea, MO | Jan 2015 - Jan 2016 | 1 |
| Pond Athletic Association | St Louis, MO | Jan 2013 - May 2015 | 2 |
| Cutco Cutlery | St Louis, MO | Aug 2014 - Jan 2015 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2020 |
- TX
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Total Assets Under Management692,248MILLIONS
-
Total Number of Accounts4,749,388ACCOUNTS
-
Average Account Value$145,755
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
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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