Aubrey Williams (CRD# 7859155) is an Investment Advisor Representative working at Open Path Financial in Goleta, CA and has 1 year of experience in the finance industry.
CRD# 4850609
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 4570280
Mission Wealth Management, LP
CRD# 4734751
Planmember Securities Corporation
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Raytheon Technologies, Inc. | Goleta, CA | Feb 2021 - Current | 3 |
| Open Path Financial, LLC | Goleta, CA | Jan 2000 - Current | 24 |
| Lockheed Martin Corporation | Goleta, CA | Apr 2004 - Jan 2021 | 16 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jan 2023 |
- CA
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- Hourly charges
- Other
- Financial planning services
- Educational seminars/workshops
CA
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