Paul Williams (CRD# 4397598) is an Investment Advisor Representative working at Paul R. Williams Investment Advisor in Thousand Oaks, CA and has 1 year of experience in the finance industry.
CRD# 5656946
The Lynd Group Advisors, LLC
CRD# 1343922
Virtue Capital Management, LLC
CRD# 3250900
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Paul R Williams Investment Advisers | Thousand Oaks, CA | Sep 1998 - Current | 25 |
| California Lutheran University | Thousand Oaks, CA | Aug 1992 - Jun 2020 | 27 |
- CA
-
Total Assets Under Management78MILLIONS
-
Total Number of Accounts36ACCOUNTS
-
Average Account Value$2,173,000
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
CA
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