Williams Financial Services, LLC
Williams Financial Services, LLC (CRD# 131641) is a financial advisory firm headquartered in , . They manage $4,299,523 in 18 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management4MILLION
Total Number of Accounts18ACCOUNTS
Average Account Value$238,862
- 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
Daniel Williams (CRD# 4812726) is an Investment Advisor Representative working at Williams Financial Services, LLC in Salisbury, MD and has over 14 years of experience in the finance industry.