Tonya
Williams
Meld Financial, Inc
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About this Advisor
Tonya Williams is a financial advisor based in Birmingham, Alabama, working with Meld Financial, Inc. Tonya has previously held positions at Raymond James Financial Services, Inc, Raymond James Financial Services Advisors, Inc, Meld Financial, Inc, Brookstone Wealth Management, LLC, and Wealth Intelligence, LLC. Tonya has passed the Series 66 regulatory exam and is registered to provide services in Alabama and Georgia. Currently, Tonya is part of Meld Financial, Inc, which operates out of Birmingham, Alabama. The firm has 2 offices and 11 employees. The firm manages assets totaling $594.4 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Meld Financial, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Meld Financial, Inc Brokerage Details
$594,413,274
11
1,646
$361,126
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Tonya Williams Work History
Meld Financial, Inc
Brookstone Wealth Management, LLC
Raymond James Financial Services Advisors, Inc
Raymond James Financial Services, Inc
Wealth Intelligence, LLC
Raymond James Financial Services, Inc
Disclosures
Please visit the SEC profile of Tonya Williams to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Meld Financial, Inc
Birmingham, AL
Birmingham, AL
Birmingham, AL
Birmingham, AL
Birmingham, AL
Birmingham, AL
Birmingham, AL
Suffern, NY
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