Michael Williams, financial advisor Latham NY

Michael Williams

CRD Number: 6541664
Current Firm: Valic Financial Advisors, Inc.

Michael Williams (CRD# 6541664) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Latham, NY and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Valic Financial Advisors, Inc. Latham, NY Dec 2017 - Current 3
Pruco Securities LLC Orchard Park, NY Jun 2015 - Dec 2017 2
Raymour Flanigan Orchard Park, NY Oct 2000 - Apr 2016 15
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2015
S65 NASAA Investment Advisors Law Examination Mar 2018
Contact Info for Michael T. Williams
Phone Number: 866-544-4968
Firm Website: http://www.valic.com
Registered State(s):
  • FL
  • NJ
  • NY
  • OH
  • PA
By the Numbers
  • Total Assets Under Management
    23,333
    MILLIONS
  • Total Number of Accounts
    394,305
    ACCOUNTS
  • Average Account Value
    $59,175
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
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, VT, WA, WI, WV, WY

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