Company Profile
Industry:Financial Services, Security Broker/Dealer Investment Advisory Service, Security Broker/Dealer
Doing business as:THE WILLIAMS FINANCIAL GROUP, INC
Williams Financial Group, Inc
Wfg Holdings, Inc
Registration:Aug 21, 1998
Site:Williams-Financial.com
Phone:
Description:Founded in 1988, Williams Financial Group is a privately held Dallas-based financial services firm
with over 6.5 billion in assets under management. We provide a broad range of brokerage, advisory and investment services to over 270 independent Financial Professionals, giving them the ability to independently serve their own clients who are primarily individual investors and select institutions.
Businesses:
• Private Equity
• Licensed Insurance Agency
• Registered Invest...
State ID:0150219100
Business type:Domestic For-Profit Corporation
Members (6):Wilson H Williams / President, Chairman, Chief Executive Officer, Director 2711 N. Haskell Ave # 2900, Dallas, TX 75220 Pam Craig / Director of Operations, Operations Officer Mike Perry / Senior Vice-President Sheri Duglas / Office Manager Claude Connelly / Senior Vice-President, inactive Brent Barton / President, inactive
Agent:Wilson Williams 2711 N. Haskell Ave. Ste. 2900, Dallas, TX 75204 (Physical)
TIN:17527789725
Founded:1988
Categories:Financial Services
Specialties:Advisory, Alternative Investments, Insurance, Fixed Income, Institutional Equity Desks, Retirement Planning, Mutual Funds
Company size:51-200 employees
Summary
The professional fields of the organization Williams Financial Group are Financial Services, Security Broker/Dealer Investment Advisory Service, Security Broker/Dealer. The organization Williams Financial Group was founded in 1998. We know information about 6 employees who work here. Williams Financial Group is located at the address 2711 N Haskell Ave STE 2900, Dallas, TX 75204. Call the organization at phone:+12148289757. To visit the official website of Williams Financial Group, please click here.
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