Chadd Williams (CRD# 7181336) is an Investment Advisor Representative working at Park Avenue Securities LLC in Newtown, PA and has over 3 years of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 4125056
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Guardian Life Insurance Company | York, PA | Jun 2024 - Current | < 1 |
| Park Avenue Securities, LLC | York, PA | Feb 2021 - Current | 3 |
| Guardian Life Insurance Co Of America | York, PA | Oct 2020 - Current | 3 |
| Unemployed | York, PA | May 2020 - Jul 2020 | < 1 |
| Northwestern Mutual | York, PA | Oct 2019 - May 2020 | < 1 |
| Unemployed | York, PA | Jul 2019 - Oct 2019 | < 1 |
| County Of York | York, PA | Sep 1997 - Jul 2019 | 21 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2020 |
| S65 | NASAA Investment Advisors Law Examination | May 2022 |
- PA
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Total Assets Under Management11,882MILLIONS
-
Total Number of Accounts62,811ACCOUNTS
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Average Account Value$189,164
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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