Charles W. Williams
Professional summary
Charles Walker Williams JR., who also goes by Walker Williams, is a registered financial advisor currently at ANCHOR INVESTMENT MANAGEMENT located in Columbia, South Carolina.
Charles is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Charles has worked at 3 firms and has passed the Series 65, Series 63, Series 55 and Series 7 exams.
At a Glance
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Charles Walker Williams JR.'s CRS (Customer Relationship Summary).
Certified licenses
Experience
July 26, 2016 - Present
ANCHOR INVESTMENT MANAGEMENT
Office #1: 3205 Devine Street, Columbia, SC 29205November 12, 2001 - July 29, 2002
GOLDMAN SACHS EXECUTION & CLEARING, L.P.
September 11, 2001 - July 29, 2002
REDI GLOBAL TECHNOLOGIES LLC
Primary Firm SEC Registration
ANCHOR INVESTMENT MANAGEMENT
CRD#: 135296 / SEC#: 801-64338
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(7/26/2016)
(1/6/2022)
Exams
Series 55
Date: 12/10/2001
Limited Representative-Equity Trader ExamCurrent Firm
ANCHOR INVESTMENT MANAGEMENT
CRD#: 135296 / SEC#: 801-64338
Contact information
SEC notice filing (10 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,159 |
| AUM (Assets Under Management) | $ 1,515,803,797 |
Red Flags
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Company Information
ANCHOR INVESTMENT MANAGEMENT
CRD#: 135296Columbia, SC 29205TRUST BUT VERIFY
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