Williams Financial Services, LLC
Williams Financial Services, LLC (CRD# 131641) is a financial advisory firm headquartered in , . They manage $8,606,463 in 15 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Williams Financial Services, LLC
By the Numbers
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Total Assets Under Management9MILLION
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Total Number of Accounts15ACCOUNTS
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Average Account Value$573,764
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
![](/img/ws/firm-ria-sec-logo.png)
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
DE, MD
Financial Advisors at Williams Financial Services, LLC
1
Daniel Williams (CRD# 4812726) is an Investment Advisor Representative working at Williams Financial Services, LLC in Salisbury, MD and has over 20 years of experience in the finance industry.
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