Williams Financial Group

Williams Financial Group (CRD# 310008) is a financial advisory firm headquartered in Mobile, AL. They manage $277,766,543 in 491 accounts and serve the financial needs of clients across 8 states (or territories).

Current Firm Details
2616-a Dauphin Street, Mobile, AL 36606
http://www.wfgplanning.com
By the Numbers
  • Total Assets Under Management
    278
    MILLION
  • Total Number of Accounts
    491
    ACCOUNTS
  • Average Account Value
    $565,716
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AL, FL, GA, LA, MI, MS, NC, TX

Financial Advisors at Williams Financial Group
Showing 1 - 2 of 2 top financial advisors.
1
Billy Williams, financial advisor Mobile AL
Billy R. Williams
CRD#: 4447994
2616-a Dauphin Street, Mobile, AL 36606

Billy Williams (CRD# 4447994) is an Investment Advisor Representative working at Williams Financial Group in Mobile, AL and has over 22 years of experience in the finance industry.

2
Matt Williams, financial advisor Mobile AL
Matt A. Williams
CRD#: 5188305
2616-a Dauphin Street, Mobile, AL 36606

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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