Dana Williams, financial advisor Kansas City MO

Dana Williams

CRD Number: 1122547
Current Firm: Equinet, Inc.

Dana Williams (CRD# 1122547) is an Investment Advisor Representative working at Equinet, Inc. in Kansas City, MO and has over 40 years of experience in the finance industry.

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Company Name Location Dates Years
Equinet, Inc. Kansas City, MO Dec 1987 - Current 36
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1983
Contact Info for Dana K. Williams
Phone Number: 816-665-3592
Registered State(s):
  • KS
Current Firm Details
By the Numbers
  • Total Assets Under Management
    4
    MILLIONS
  • Total Number of Accounts
    4
    ACCOUNTS
  • Average Account Value
    $1,061,327
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

KS

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