Denise WilliamsCRD Number: 1944508
Current Firm: Wunderlich Securities, Inc.
Denise Williams (CRD# 1944508) is an Investment Advisor Representative working at Wunderlich Securities, Inc. in Conway, AR and has over 28 years of experience in the finance industry.
Crosscurrent Wealthmanagement, LLC
Msi Financial Services, Inc.
Fiduciary Wealth Management, LLC
|Wunderlich Securities, Inc.||Memphis, TN||Jul 2015 - Current||2|
|Stephens Inc.||Conway, AR||Feb 2012 - Jul 2015||3|
|Merrill Lynch||Conway, AR||Oct 2006 - Feb 2012||5|
|First United Methodist Church||Conway, AR||Sep 1999 - Oct 2006||7|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 1989|
|S66||NASAA Uniform Combined State Law Examination||Feb 2014|
Total Assets Under Management1,489MILLIONS
Total Number of Accounts4,309ACCOUNTS
Average Account Value$345,582
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV