Rachel Williams, financial advisor Worthington OH
87 score

Rachel Williams

CRD Number: 6167647
Current Firm: Primerica Advisors

Rachel Williams (CRD# 6167647) is an Investment Advisor Representative working at Primerica Advisors in Worthington, OH and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Pfs Investments Inc. Worthington, OH Apr 2013 - Current 5
Primerica Financial Services Worthington, OH Sep 2012 - Current 5
Riverview Health Institute Dayton, OH Sep 2011 - Current 6
Wright State University Dayton, OH Jun 2005 - Aug 2012 7
Wright State University Educational Resource Center Dayton, OH Jul 2007 - Jun 2010 2
Woodforest National Bank Dayton, OH Aug 2009 - Oct 2009 < 1
Riverview Health Institute Dayton, OH Sep 2008 - Aug 2009 < 1
Jc Penney Beavercreek, OH Aug 2005 - Oct 2008 3

Rachel Williams has no recent exams reported.
Contact Info for Rachel Williams
Phone Number: 800-544-5445
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    446
    MILLIONS
  • Total Number of Accounts
    3,814
    ACCOUNTS
  • Average Account Value
    $116,938
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
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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BADGES
87
Clean Record
This advisor has a clean track record with regulators.

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