Paul Williams (CRD# 7509762) is an Investment Advisor Representative working at Paul M Williams LLC in Katonah, NY and has over 2 years of experience in the finance industry.
CRD# 2809814
Edward Jones
CRD# 2487554
Private Portfolio Partners, LLC
CRD# 4545110
Cambridge Investment Research Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Paul M Williams LLC | Katonah, NY | Jan 2022 - Current | 2 |
| Dentist | White Plains, NY | May 2015 - Current | 9 |
| Student | New York, NY | Sep 2004 - May 2015 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jan 2022 |
- NY
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
NY
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