Matt Williams (CRD# 5188305) is an Investment Advisor Representative working at Williams Financial Group in Mobile, AL and has over 17 years of experience in the finance industry.
CRD# 5798808
Eagle Strategies LLC
CRD# 1012439
Cadaret Grant & Co Inc.
CRD# 1420455
Kovack Advisors, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Williams Financial Group | Mobile, AL | Aug 2020 - Current | 3 |
Aptus Capital Advisors, LLC | Fairhope, AL | Feb 2019 - Sep 2020 | 1 |
Eagle Strategies LLC | Mobile, AL | Dec 2009 - Jan 2019 | 9 |
Nylife Securities | Mobile, AL | Nov 2006 - Jan 2019 | 12 |
New York Life Ins Co | Mobile, AL | Jul 2006 - Jan 2019 | 12 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Mar 2007 |
S65 | NASAA Investment Advisors Law Examination | Nov 2009 |
- AL
- LA
- TX
-
Total Assets Under Management278MILLIONS
-
Total Number of Accounts491ACCOUNTS
-
Average Account Value$565,716
- 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)
AL, FL, GA, LA, MI, MS, NC, TX
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