Angela Charlene Williams
Portfolio Manager-Equities at Wealthquest Corp.
Net worth: 16 M $ as of 2024-04-29
Profile
Ms. Angela C.
Williams is a Senior Wealth Advisor at Wealthquest Corp.
Ms. Williams began her financial career in 2006 working with managed futures at Robbins Trading Company.
She then became an Investment Consultant with TD Ameritrade, helping clients improve their overall financial plans.
She was with PNC bank as a Financial Specialist working with banking and investments before joining Wealthquest.
She graduated from Loyola University Chicago in 1992 with a degree in Biology.
She earned the right to use the Certified Financial Planner (CFP) mark in 2014.
Known holdings in public companies
| Company | Date | Number of shares | Valuation | Valuation date |
|---|---|---|---|---|
MOUNTVIEW ESTATES P.L.C.
3.42% | 2023-07-03 | 133,250 ( 3.42% ) | 16 M $ | 2024-04-29 |
Angela Charlene Williams active positions
| Companies | Position | Start |
|---|---|---|
Wealthquest Corp.
 Wealthquest Corp. Investment ManagersFinance Wealthquest Corp. is an independent, SEC-registered investment advisor headquartered in Cincinnati, Ohio. The firm was founded by Wade Daniel and James Lenhoff in 2006. Wealthquest offers comprehensive financial planning and wealth management services to individuals, families, ERISA plans, charitable organizations, business entities, trusts and estates, etc. | Portfolio Manager-Equities | 2013-09-30 |
Former positions of Angela Charlene Williams
| Companies | Position | End |
|---|---|---|
| PNC Bank /District Columbia/ | Corporate Officer/Principal | - |
TD Ameritrade, Inc.
 TD Ameritrade, Inc. Investment Banks/BrokersFinance TD Ameritrade, Inc. is an investment brokerage firm headquartered in Omaha, Nebraska. They are a subsidiary of TD Ameritrade Online Holdings Corp., ultimately owned by The Charles Schwab Corp. (NYSE: SCHW). The firm was founded in 1975 and provides online brokerage services to their clients. Customers can manage their investment portfolios via the Internet as well as through personal digital assistants, wireless phone services and interactive voice recognition systems. | Corporate Officer/Principal | - |
Training of Angela Charlene Williams
| Loyola University of Chicago | Undergraduate Degree |
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
Wealthquest Corp.
Wealthquest Corp. Investment ManagersFinance Wealthquest Corp. is an independent, SEC-registered investment advisor headquartered in Cincinnati, Ohio. The firm was founded by Wade Daniel and James Lenhoff in 2006. Wealthquest offers comprehensive financial planning and wealth management services to individuals, families, ERISA plans, charitable organizations, business entities, trusts and estates, etc. | Finance |
TD Ameritrade, Inc.
TD Ameritrade, Inc. Investment Banks/BrokersFinance TD Ameritrade, Inc. is an investment brokerage firm headquartered in Omaha, Nebraska. They are a subsidiary of TD Ameritrade Online Holdings Corp., ultimately owned by The Charles Schwab Corp. (NYSE: SCHW). The firm was founded in 1975 and provides online brokerage services to their clients. Customers can manage their investment portfolios via the Internet as well as through personal digital assistants, wireless phone services and interactive voice recognition systems. | Finance |
| PNC Bank /District Columbia/ | Finance |
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