Martha Williams, financial advisor Ann Arbor MI
96 score

Martha Williams

CRD Number: 5354217
Current Firm: Waddell & Reed

Martha Williams (CRD# 5354217) is an Investment Advisor Representative working at Waddell & Reed in Ann Arbor, MI and has over 9 years of experience in the finance industry. Martha 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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Professional Designations
Company Name Location Dates Years
Waddell & Reed, Inc. Ann Arbor, MI May 2014 - Current 2
Various Insurance Carriers For W&r Insurance Agencies Ann Arbor, MI May 2014 - Current 2
Williams Wealth Services (dba) Ann Arbor, MI May 2014 - Current 2
Financial Intermediairies Ltd Ann Arbor, MI May 2014 - Current 2
Ann Arbor Art Center Ann Arbor, MI Jan 2012 - Current 4
Internet Telebusiness & Marketing Services, Inc. Ann Arbor, MI Jan 2012 - Current 4
Ann Arbor Art Center Ann Arbor, MI Feb 2011 - Current 5
Rental Property Ann Arbor, MI Dec 2005 - Current 11
Bank Of America,na Ann Harbor, MI Aug 2009 - May 2014 4
Merrill Lynch, Pierce, Fenner & Smith Inc. Ann Arbor, MI Jun 2007 - Aug 2009 2
First Horizon Home Loans Saline, MI May 2005 - Jun 2007 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2007
Contact Info for Martha S. Williams
Phone Number: 913-236-2000
Firm Website: http://www.waddell.com
Registered State(s):
  • AK
  • CA
  • DC
  • FL
  • GA
  • MI
  • OH
  • WA
By the Numbers
  • Total Assets Under Management
    18,309
    MILLIONS
  • Total Number of Accounts
    149,599
    ACCOUNTS
  • Average Account Value
    $122,387
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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