Charles Williams is a CFP-designated registered investment advisor, based in Schaumburg, IL, with 34 years of industry experience.
Location
1515 E. Woodfield Rd, Ste 840, Schaumburg, IL, 60173
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Charles is an adjunct professor at Northwestern University and an Investment Advisor Representative with Independent Financial Partners. He also provides financial advice through Finspire, LLC.
Employment History
Current Registrations
Ifp Securities, LLCBroker
Independent Financial Partners
Previous Registrations
LPL Financial LLCBroker
Sheridan Road Advisors, LLC
Nrp Advisors, INC.
Nrp Financial, INC.Broker
Leumi Investment Services INC.Broker
Leumi Investment Services INC.
Invest Financial CorporationBroker
Invest Financial Corporation
Invest Financial CorporationBroker
First Colonial Investment Services, INC.Broker
Amev Investors, INC.Broker
State Registrations9 states
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