Elbert C. Mcwilliams
Professional summary
Elbert Charles Mcwilliams, CFP® is a registered financial advisor currently at MCWILLIAMS FINANCIAL ADVISORY GROUP LLC located in Atlanta, Georgia.
Elbert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1982. Elbert has worked at 16 firms and has passed the Series 63, Series 7, Series 22, Series 6 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Elbert Charles Mcwilliams's CRS (Customer Relationship Summary).
Certified licenses
Start date: 1986
Experience
May 8, 2007 - Present
MCWILLIAMS FINANCIAL ADVISORY GROUP LLC
Office #1: Five Concourse Parkway Suite 3000, Atlanta, GA 30328January 10, 2005 - October 13, 2006
ADVANTAGE CAPITAL CORPORATION
January 10, 2005 - October 13, 2006
ADVANTAGE CAPITAL CORPORATION
April 9, 2003 - January 3, 2005
NATIONAL PLANNING CORPORATION
June 14, 2002 - January 3, 2005
NATIONAL PLANNING CORPORATION
January 11, 2000 - June 20, 2002
IFG NETWORK SECURITIES, INC.
October 19, 1995 - January 11, 2000
THE ADVISORS GROUP, INC.
October 25, 1993 - November 7, 1995
WALNUT STREET SECURITIES, INC.
April 1, 1991 - October 27, 1993
TRANSAMERICA FINANCIAL ADVISORS, LLC
April 12, 1990 - April 1, 1991
PW SECURITIES, INC.
December 14, 1988 - April 12, 1990
WALNUT STREET SECURITIES, INC.
October 28, 1988 - November 21, 1988
CADARET, GRANT & CO., INC.
May 16, 1988 - November 16, 1988
FOCUS SECURITIES, INC.
July 11, 1986 - June 30, 1988
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES
July 11, 1986 - September 29, 1988
EQUITABLE ADVISORS, LLC
July 26, 1985 - July 14, 1986
CARDELL & ASSOCIATES, INCORPORATED
October 1, 1984 - August 5, 1985
FSC SECURITIES CORPORATION
January 4, 1984 - October 9, 1984
MONARCH SECURITIES, INC.
June 22, 1983 - October 29, 1984
NEW ENGLAND SECURITIES
February 19, 1982 - July 1, 1982
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(5/8/2007)
Exams
Current Firm
MCWILLIAMS FINANCIAL ADVISORY GROUP LLC
CRD#: 143219 / SEC#:
Contact information
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