Peter Williams, financial advisor Plano TX

Peter Williams

CRD Number: 6704661
Current Firm: Edward Jones

Peter Williams (CRD# 6704661) is an Investment Advisor Representative working at Edward Jones in Plano, TX and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Edward Jones St Louis, MO Sep 2016 - Current 4
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
Full Time Education St. Louis, MO Jan 2010 - Jan 2014 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2020
Contact Info for Peter E. Williams
Phone Number: 314-515-2000
Registered State(s):
  • MO
  • TX
By the Numbers
  • Total Assets Under Management
    423,237
    MILLIONS
  • Total Number of Accounts
    3,336,586
    ACCOUNTS
  • Average Account Value
    $126,847
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • 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)
Types of Clients
Registered States

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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