Danny Williams, financial advisor Ridgeland MS

Danny Williams

CRD Number: 2463761
Current Firm: Element Wealth, LLC

Danny Williams (CRD# 2463761) is an Investment Advisor Representative working at Element Wealth, LLC in Ridgeland, MS and has over 25 years of experience in the finance industry. Danny Williams has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Mag Cap
Professional Designations
Company Name Location Dates Years
Woodridge Capital Portfolio Management, LLC Ridgeland, MS Jul 2006 - Current 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1994
S65 NASAA Investment Advisors Law Examination May 1994
Contact Info for Danny C. Williams
Phone Number: 601-957-6006
Registered State(s):
  • LA
  • MS
  • TX
By the Numbers
  • Total Assets Under Management
    194
    MILLIONS
  • Total Number of Accounts
    502
    ACCOUNTS
  • Average Account Value
    $386,247
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

AL, FL, LA, MS, TN, TX

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BADGES
Clean Record
This advisor has a clean track record with regulators.

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