Martin Williams, financial advisor Phoenix AZ

Martin Williams

CRD Number: 5949320
Current Firm: Mutual Of Omaha Investor Services, Inc.

Martin Williams (CRD# 5949320) is an Investment Advisor Representative working at Mutual Of Omaha Investor Services, Inc. in Phoenix, AZ and has over 12 years of experience in the finance industry.

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Company Name Location Dates Years
Mutual Of Omaha Investor Services, Inc. Omaha, NE Oct 2011 - Current 12
Mutual Of Omaha Phoexix, AZ Jul 2010 - Current 13
Specialized Mortgage Phoenix, AZ Feb 2001 - Dec 2014 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2011
S65 NASAA Investment Advisors Law Examination Mar 2014
Contact Info for Martin D. Williams
Phone Number: 402-351-3102
Registered State(s):
  • AZ
By the Numbers
  • Total Assets Under Management
    14
    MILLIONS
  • Total Number of Accounts
    92
    ACCOUNTS
  • Average Account Value
    $155,166
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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