Rare I. Williams
Professional summary
Rare Immoire Williams, who also goes by Rare Immoire Austin, Rare Williams, Rare Immoire Williams, is a registered financial advisor currently at CHANDLER ASSET MANAGEMENT INC located in San Diego, California.
Rare is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Rare has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Rare Immoire Williams's CRS (Customer Relationship Summary).
Certified licenses
Experience
April 23, 2025 - Present
CHANDLER ASSET MANAGEMENT INC
Office #1: 9255 Towne Centre Drive Suite 600, San Diego, CA 92121April 4, 2022 - November 25, 2024
FIDELITY PERSONAL AND WORKPLACE ADVISORS
February 1, 2022 - November 25, 2024
FIDELITY BROKERAGE SERVICES LLC
June 20, 2019 - March 31, 2021
MORGAN STANLEY
June 20, 2019 - March 31, 2021
MORGAN STANLEY
August 17, 2017 - August 31, 2018
TD AMERITRADE, INC.
August 17, 2017 - August 31, 2018
TD AMERITRADE INVESTMENT MANAGEMENT, LLC
August 2, 2017 - August 31, 2018
TD AMERITRADE, INC.
Primary Firm SEC Registration
CHANDLER ASSET MANAGEMENT INC
CRD#: 107287 / SEC#: 801-44378
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(4/23/2025)
Exams
Current Firm
CHANDLER ASSET MANAGEMENT INC
CRD#: 107287 / SEC#: 801-44378
Contact information
SEC notice filing (44 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,049 |
| AUM (Assets Under Management) | $ 41,582,938,832 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
