Elizabeth Williams (CRD# 6971978) is an Investment Advisor Representative working at Gather Financial Planning in Falmouth, ME and has over 5 years of experience in the finance industry.
CRD# 6528663
Ubs Financial Services Inc.
CRD# 5157367
Lpl Financial LLC
CRD# 2883211
R M Davis Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Gather Financial Planning | Falmouth, ME | Feb 2014 - Current | 10 |
| Stronghold | Portland, ME | Jun 2013 - Mar 2020 | 6 |
| Student | South Portland, ME | May 2013 - May 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | May 2018 |
- ME
-
Total Assets Under Management148MILLIONS
-
Total Number of Accounts400ACCOUNTS
-
Average Account Value$371,066
- A percentage of assets under your management
- Hourly charges
- 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
MA, ME, NC, NH, TX
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