Jan Williams (CRD# 6487179) is an Investment Advisor Representative working at Primerica Advisors in Graham, NC and has over 8 years of experience in the finance industry.
CRD# 4906373
Zuraw Financial Advisors, LLC
CRD# 6303334
Captrust
CRD# 7033844
Cetera Investment Advisers LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Covenant Case Management | Matthews, NC | Apr 2023 - Current | 1 |
| Able Care Corp | Greensboro, NC | Dec 2021 - Current | 2 |
| Intellichoice Home Care | Raleigh, NC | Sep 2019 - Current | 4 |
| Pfs Investments Inc. | Graham, NC | Mar 2019 - Current | 5 |
| Primerica Financial Services | Graham, NC | Jan 2019 - Current | 5 |
| Paul's Loving Care | Greensboro, NC | May 2015 - Current | 9 |
| Watson's Group Home | Greensboro, NC | Jan 2013 - Current | 11 |
| Edward Jones | St Louis, MO | May 2015 - Jan 2019 | 3 |
| Ablecare Corporation | Greensboro, NC | Aug 2009 - Apr 2015 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2015 |
- NC
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Total Assets Under Management8,462MILLIONS
-
Total Number of Accounts59,808ACCOUNTS
-
Average Account Value$141,486
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
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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