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Patricia Jean Williams

DELTA ADVISORS INC·LOS ALTOS, California
SIE, Series 6, Series 7, Series 22, Series 24, Series 63Clean record29 years registeredDELTA ADVISORS INC
5050 EL CAMINO REAL, LOS ALTOS, CA 94022CRD# 1006661Firm CRD# 111852

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Patricia Jean Williams · LOS ALTOS, CA
Registration
CRD #1006661 · DELTA ADVISORS INC · 29 years registered
Brand Profile
Not yet started
01

Career History

THE DELTA GROUP
Jan 2021 – present
THE DELTA GROUP
Jul 1997 – Dec 2020
LOS ALTOS, CA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 7
Series 22
Series 24
Series 63
Registration record
First registered · July 8, 1997
Years registered · 29
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
DELTA ADVISORS INC
CRD 111852 · SEC 801-21129
AUM
$39M
Regulatory assets under management
Employees
1
56 client accounts
Services offered by DELTA ADVISORS INC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at DELTA ADVISORS INC →
Introduction

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05

Frequently Asked Questions

What services does Patricia Jean Williams offer?
Patricia Jean Williams specializes in Financial Planning, Investment Management. Contact their office in LOS ALTOS, California for a consultation.
What are Patricia Jean Williams's credentials?
Patricia Jean Williams is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Patricia Jean Williams located?
Patricia Jean Williams is based in LOS ALTOS, California, working with DELTA ADVISORS INC. Their office serves clients in the LOS ALTOS metropolitan area and surrounding communities.
How does Patricia Jean Williams charge for services?
Patricia Jean Williams's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is DELTA ADVISORS INC?
DELTA ADVISORS INC has approximately 1 employees and manages $39M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at DELTA ADVISORS INC

Eric Drew Dahl
LOS ALTOS, CA
John Kenneth Durden
LOS ALTOS, CA

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Research
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