Ronald Williams, financial advisor Aledo TX

Ronald Williams

CRD Number: 1605670
Current Firm: Williams, Ronald Gaylord

Ronald Williams (CRD# 1605670) is an Investment Advisor Representative working at Williams, Ronald Gaylord in Aledo, TX and has over 37 years of experience in the finance industry. Ronald Williams has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Ronald Gaylord Williams Aledo, TX Oct 2002 - Current 21
Harris & Williams, Pe Sweetwater, TX Nov 1990 - Current 33
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1986
S65 NASAA Investment Advisors Law Examination Sep 1999
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Ronald G. Williams
Phone Number: 325-721-9990
Registered State(s):
  • TX
Current Firm Details
Williams, Ronald Gaylord
Firm's CRD Number: 118176
By the Numbers
  • Total Assets Under Management
    19
    MILLIONS
  • Total Number of Accounts
    17
    ACCOUNTS
  • Average Account Value
    $1,138,676
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

TX

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