Williams Financial Services, LLC

Williams Financial Services, LLC (CRD# 131641) is a financial advisory firm headquartered in , . They manage $3,710,486 in 18 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    4
    MILLION
  • Total Number of Accounts
    18
    ACCOUNTS
  • Average Account Value
    $206,138
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

DE, MD

Financial Advisors at Williams Financial Services, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Daniel P. Williams
CRD#: 4812726
Salisbury, MD
93
Wealthminder
score

Daniel Williams (CRD# 4812726) is an Investment Advisor Representative working at Williams Financial Services, LLC in Salisbury, MD and has over 13 years of experience in the finance industry.

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