Calvin F. Williams
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Calvin Filandus Williams Jr was a registered financial professional .
Calvin is a previously registered financial professional and started their career in finance in 2019. Calvin had worked at 1 firm and has passed the Series 65, Series 3 and Series 34 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
January 17, 2020 - December 31, 2022
FREEMAN CAPITAL ADVISORS
June 4, 2019 - December 31, 2019
FREEMAN CAPITAL ADVISORS
State Registrations and Notice Filings
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Exams
Current Firm
FREEMAN CAPITAL ADVISORS
CRD#: 300025 / SEC#: 801-114832
Contact information
Documents
Regulatory assets under management
| Total Number of Accounts | 124 |
| AUM (Assets Under Management) | $ 4,870,143 |
Red Flags
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