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Manager Profile

Jim Williams Financial

Jim Williams

15431 Middlebelt Road

Livonia, MI 48154

phone: (734) 422-6127

fax: (734) 422-0030

toll free: 800-851-6355

email:

Manager Overview
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
Experience & Disclosure
My CRD Number:	1234400
Work Experience:	Licensed Insurance Agent 1983 Securities Licensed 1984 President Financial Planning Network 1989 -2008 President Jim Williams Financial 2008-Present
Academic Background:	Attended Wayne State University
Services
Types of Investments:	Separately Managed Accounts Mutual Funds REITS Variable Annuities
Qualifications
Certifications, Accreditations and Designations:	CFP Certified Financial Planner 1987 CCPS Certified College Planning Specialist 2005
Number of Advisors in Office:	2
Advisor's Number of Clients:	130
Assets Managed by Advisor:	20M
Compensation
New Client Minimum Portfolio Size:	150000
Fee:	595.00
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Prepared by: Jim Williams
Created on: 10/27/2009 3:31 pm est

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