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Manager Overview
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Jim Williams Financial Planning offers a wide range of products and services to meet your changing economic and financial needs, including:
Investment Services
Wealth Management
Insurance
Financial Planning
Estate Planning
Retirement Planning
College Tuition Planning
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Experience & Disclosure
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My CRD Number:
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1234400 |
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Work Experience:
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Licensed Insurance Agent 1983
Securities Licensed 1984
President Financial Planning Network 1989 -2008
President Jim Williams Financial 2008-Present |
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Academic Background:
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Attended Wayne State University |
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Services
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Types of Investments:
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Separately Managed Accounts
Mutual Funds
REITS
Variable Annuities |
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Qualifications
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Certifications, Accreditations and Designations:
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CFP Certified Financial Planner 1987
CCPS Certified College Planning Specialist 2005 |
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Number of Advisors in Office:
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2 |
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Advisor's Number of Clients:
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130 |
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Assets Managed by Advisor:
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20M |
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Compensation
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New Client Minimum Portfolio Size:
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150000 |
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Fee:
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595.00 |
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Money Manager Articles
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