Denise Williams, financial advisor Conway AR
93 score

Denise Williams

CRD 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 27 years of experience in the finance industry.

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Company Name Location Dates Years
Wunderlich Securities, Inc. Memphis, TN Jul 2015 - Current 1
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
Contact Info for Denise M. Williams
Phone Number: 901-251-1330
Registered State(s):
  • AR
  • MO
  • OK
  • TX
By the Numbers
  • Total Assets Under Management
    1,489
    MILLIONS
  • Total Number of Accounts
    4,309
    ACCOUNTS
  • Average Account Value
    $345,582
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • 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, 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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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