Daniel Williams (CRD# 4812726) is an Investment Advisor Representative working at Williams Financial Services, LLC in Salisbury, MD and has over 20 years of experience in the finance industry.
CRD# 6005366
Edward Jones
CRD# 6118139
Eagle Strategies LLC
CRD# 5739173
Ballast Financial Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Williams Financial Services, LLC | Salisbury, MD | Oct 2003 - Current | 20 |
| Daniel P. Williams | Salisbury, MD | Nov 1988 - Current | 35 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Sep 2003 |
- DE
- MD
-
Total Assets Under Management9MILLIONS
-
Total Number of Accounts15ACCOUNTS
-
Average Account Value$573,764
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
DE, MD
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.