Dane WilliamsCRD Number: 6145842
Current Firm: Securian Financial Services, Inc.
Dane Williams (CRD# 6145842) is an Investment Advisor Representative working at Securian Financial Services, Inc. in Germantown, TN and has over 5 years of experience in the finance industry.
Wells Fargo Advisors Financial Network, LLC
Delta Asset Management, LLC
Vere Global Wealth Management
|Securian Financial Services Inc.||St Paul, MN||Jan 2013 - Current||5|
|Shoemaker Financial||Germantown, TN||Jan 2013 - Current||5|
|Minnesota Life Insurance Co||St Paul, MN||Jan 2013 - Current||5|
|Shoemaker Financial||Germantown, TN||Dec 2012 - Jan 2013||< 1|
|Securian Financial Services||St Paul, MN||Dec 2012 - Jan 2013||< 1|
|Elite Home Solutions||Bartlett, TN||Apr 2012 - Jan 2013||< 1|
|Associated Global Systems||Memphis, TN||Apr 2011 - Apr 2012||1|
|Above All Restoration||Cordova, TN||Sep 2009 - Apr 2011||1|
|Spring Creek Ranch||Collierville, TN||Jan 2008 - Sep 2009||1|
|University Of Memphis||Memphis, TN||Aug 2005 - May 2009||3|
|Tpc At Southwind||Memphis, TN||Jun 2007 - Jan 2008||< 1|
|Funquest Family Entertainment Center||Collierville, TN||Aug 2004 - Jun 2007||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 2013|
Total Assets Under Management7,655MILLIONS
Total Number of Accounts33,011ACCOUNTS
Average Account Value$231,901
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- 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, VT, WA, WI, WV
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