William Kenneth Williams
Investment adviser representative at Wells Fargo Advisors
10 yearsExperience
2 statesRegistered in
$671.4BFirm assets
36 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Wells Fargo Clearing Services, LLC.Feb 2024 to now
- Bank of America, N.A.Nov 2020 to Feb 2024
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedAug 2020 to Feb 2024
- Morgan StanleyJan 2019 to Aug 2020
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedApr 2018 to Jan 2019
- Mayo Clinic ValetMar 2018 to Apr 2018
- Bank of America, N.A.Jul 2017 to Dec 2017
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJul 2017 to Dec 2017
- UnemployedAug 2016 to Jun 2017
- Wells Fargo AdvisorsMay 2016 to Nov 2016
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Wells Fargo Advisors
Legal name: Wells Fargo Clearing Services, LLC
$671.4BAssets managed
1,324,168Clients
14,661Advisers
36 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6674730
- Firm CRD
- 19616