AdvisorOS Directory
Claim Profile
Unclaimed Profile
CW

Clinton Williams

WELLS GLOBAL INVESTMENT ADVISERS LLC·WINTER HAVEN, Florida
SIE, Series 4, Series 7, Series 24, Series 27, Series 53Clean recordWELLS GLOBAL INVESTMENT ADVISERS LLC
521 WEST CENTRAL AVENUE, WINTER HAVEN, FL 33880CRD# 2479051Firm CRD# 150139

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Clinton Williams · WINTER HAVEN, FL
Registration
CRD #2479051 · WELLS GLOBAL INVESTMENT ADVISERS LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 4
Series 7
Series 24
Series 27
Series 53
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
WELLS GLOBAL INVESTMENT ADVISERS LLC
CRD 150139 · SEC 801-76875
AUM
$91M
Regulatory assets under management
Employees
3
137 client accounts
Services offered by WELLS GLOBAL INVESTMENT ADVISERS LLC
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 WELLS GLOBAL INVESTMENT ADVISERS LLC →
Introduction

Speak with Clinton

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Clinton is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in WINTER HAVEN?

Browse all registered financial advisors in WINTER HAVEN, Florida or claim this profile if it's yours.

Browse WINTER HAVEN AdvisorsAre you this advisor? Claim profile
04

Frequently Asked Questions

What services does Clinton Williams offer?
Clinton Williams specializes in Financial Planning, Investment Management. Contact their office in WINTER HAVEN, Florida for a consultation.
What are Clinton Williams's credentials?
Clinton Williams is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Clinton Williams located?
Clinton Williams is based in WINTER HAVEN, Florida, working with WELLS GLOBAL INVESTMENT ADVISERS LLC. Their office serves clients in the WINTER HAVEN metropolitan area and surrounding communities.
How does Clinton Williams charge for services?
Clinton Williams's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WELLS GLOBAL INVESTMENT ADVISERS LLC?
WELLS GLOBAL INVESTMENT ADVISERS LLC has approximately 3 employees and manages $91M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at WELLS GLOBAL INVESTMENT ADVISERS LLC

James Patrick Wells
WINTER HAVEN, FL
Patricia Gadecki Wells
WINTER HAVEN, FL
CFP

More Advisors in WINTER HAVEN, Florida

Tisa Marlene Knox
BRIAN S. PEARCE, INC.·WINTER HAVEN, FL
Michael Glenn Seymour
INGRAM ADVISORY SERVICES, LLC·WINTER HAVEN, FL
Brian Stanley Pearce
BRIAN S. PEARCE, INC.·WINTER HAVEN, FL
Donnie Eugene Ingram
INGRAM ADVISORY SERVICES, LLC·WINTER HAVEN, FL
CFPChFC

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Florida
MIAMI (466)TAMPA (204)BOCA RATON (175)CORAL GABLES (130)NAPLES (126)SARASOTA (106)PALM BEACH GARDENS (98)ORLANDO (97)FORT LAUDERDALE (95)JACKSONVILLE (95)
City Guides
MIAMI GuideTAMPA GuideBOCA RATON GuideCORAL GABLES GuideNAPLES Guide
Research
Advisor Fees in FloridaNational Fee Analysis
Request removal of this profile