Martha WilliamsCRD Number: 5354217
Current Firm: Williams Wealth Services
Martha Williams (CRD# 5354217) is an Investment Advisor Representative working at Williams Wealth Services in Ann Arbor, MI and has over 10 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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|Williams Wealth Services Ltd||Ann Arbor, MI||Aug 2017 - Current||< 1|
|Financial Intermediairies Ltd||Ann Arbor, MI||May 2014 - Current||3|
|Internet Telebusiness & Marketing Services, Inc.||Ann Arbor, MI||Jan 2012 - Current||6|
|Rental Property||Ann Arbor, MI||Dec 2005 - Current||12|
|Waddell & Reed, Inc.||Ann Arbor, MI||May 2014 - Oct 2017||3|
|Various Insurance Carriers For W&r Insurance Agencies||Ann Arbor, MI||May 2014 - Oct 2017||3|
|Williams Wealth Services (dba)||Ann Arbor, MI||May 2014 - Oct 2017||3|
|Ann Arbor Art Center||Ann Arbor, MI||Jan 2012 - Aug 2017||5|
|Ann Arbor Art Center||Ann Arbor, MI||Feb 2011 - Aug 2017||6|
|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|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2007|
Total Assets Under Management4MILLIONS
Total Number of Accounts65ACCOUNTS
Average Account Value$56,047
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
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