Williams Financial Services, LLC

Williams Financial Services, LLC (CRD# 131641) is a financial advisory firm headquartered in , . They manage $8,606,463 in 15 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    9
    MILLION
  • Total Number of Accounts
    15
    ACCOUNTS
  • Average Account Value
    $573,764
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
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 Williams, financial advisor Salisbury MD
Daniel P. Williams
CRD#: 4812726
Salisbury, MD

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.

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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