Martin WilliamsCRD 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 6 years of experience in the finance industry.
Householder Group Estate & Retirement Specialists
Woodbury Financial Services, Inc.
Triad Advisors, LLC
|Mutual Of Omaha Investor Services, Inc.||Omaha, NE||Oct 2011 - Current||6|
|Mutual Of Omaha||Phoexix, AZ||Jul 2010 - Current||7|
|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|
- Financial Issue
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- 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
- Selection of other advisers (including private fund managers)
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, VT, WA, WI, WV, WY