Alec Williams

Helping Medical Professionals, Executives, & Business Owners Achieve Financial Balance

Role
Wealth Management Advisor at Westpac Wealth Partners at WestPac Wealth Partners
Location
San Diego County, CA, US
LinkedIn followers
500 followers

About Alec Williams

As a financial professional and an active member of my community, Alec Williams is…

Experience

  1. Wealth Management Advisor at Westpac Wealth Partners

    WestPac Wealth Partners

    Apr 2016 — Present

    Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 5280 CARROLL CANYON ROAD, SUITE 300, SAN DIEGO CA, 92121, 61••••••00. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. WestPac Wealth Partners LLC is not an affiliate or subsidiary of PAS or Guardian. Insurance products offered through WestPac Wealth Partners and Insurance Services, LLC, a DBA of WestPac Wealth Partners, LLC. CA Insurance License Number - 0K50420. This material is intended for general use. By providing this content The Guardian Life Insurance Company of America, Park Avenue Securities LLC, affiliates and/or subsidiaries, and your financial representative are not undertaking to provide advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services and make no representation as to the completeness, suitability, or quality thereof.

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Alec Williams — Wealth Management Advisor at Westpac Wealth Partners at WestPac Wealth Partners in San Diego County, CA, US | Unifers