Connie
Williams

Allspring Funds Management, LLC

CRD#3139335
Investment Advisor
in Charlotte, NC

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About this Advisor

Connie Williams is a financial advisor based in Charlotte, North Carolina, working with Allspring Funds Management, LLC. Connie has previously held positions at Wells Fargo Funds Distributor, LLC and H. Beck, Inc. Connie has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in South Carolina. Currently, Connie is part of Allspring Funds Management, LLC, which operates out of Charlotte, North Carolina. The firm has 1 office and 513 employees. The firm manages assets totaling $300.8 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and selection of other advisers. The fee structure at Allspring Funds Management, LLC includes asset-based and performance-based fees.

Certifications and Registrations

Series 63, Series 66

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Performance-based Fees

Office Location

1415 Vantage Park Drive 3Rd Floor
Charlotte, NC 28203

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Allspring Funds Management, LLC Brokerage Details

Total Assets Under Management

$300,798,686,558

NC Average: $3,625,019,099
Total Number of Employees

513

NC Average: 22
Total Number of Accounts

8,078

NC Average: 1,917
Average Account Size

$37,236,777

NC Average: $1,890,985

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Connie Williams Work History

2018 - Present (6 years)

Wells Fargo Funds Distributor, LLC

2007 - 2018 (11 years)

H. Beck, Inc

Disclosures

Please visit the SEC profile of Connie Williams to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Allspring Funds Management, LLC

Joseph Crowley
Boston, MA
Delia Mellen
Charlotte, NC
Evan Couture
Boston, MA
Nelson Goenaga
Charlotte, NC
Christopher Miller
Menomonee Falls, WI
David Kashtan
Manahawkin, NJ
Kristin Carcio
Boston, MA
Ellen Golterman
Boston, MA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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