Richard
Williams

Planmember Securities Corporation

CRD#2451231
Investment Advisor
in Grandville, MI

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About this Advisor

Richard Williams is a financial advisor who works out of Grandville, Michigan who has 7 years of industry experience. Williams currently works for Planmember Securities Corporation. Williams has gained experience at Legend Equities Corporation, Williams & Company Executive Services LLC, Williams & Co Dba Williams & Co Financial Services, Planmember Securities Corporation, Rich Williams (Self Employed), Marsp-Rsp, W&C Wealth Management LLC and Trustmark Insurance. Williams has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can operate in Michigan. Planmember Securities Corporation is an advisory firm that has its headquarters in Carpinteria, CA. The company has offices in 350 locations and a total of 459 financial advisors. It has $8 billion in total assets across its 67,968 accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm advises 14 charitable organizations. Of its 67,968 accounts, just 1% belong to high-net-worth investors who have more than $1 million in assets available to invest. The company performs a diverse set of services, such as 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. Fees charged by financial advisors are based on which services the firm provides the client. Fee types billed by Planmember Securities Corporation most likely include some blend of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

7 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

4445 Wilson Avenue Sw
Grandville, MI 49418

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Planmember Securities Corporation Brokerage Details

Total Assets Under Management

$7,530,125,901

MI Average: $7,578,581,321
Total Number of Employees

459

MI Average: 43
Total Number of Accounts

67,968

MI Average: 3,727
Average Account Size

$110,789

MI Average: $2,033,427

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

Richard Williams Work History

Richard has been registered as a financial advisor for 7 years.*

2020 - Present (4 years)

Williams & Company Executive Services LLC

2016 - Present (8 years)

Planmember Securities Corporation

2016 - Present (8 years)

Trustmark Insurance

2008 - Present (16 years)

W&C Wealth Management LLC

2003 - Present (21 years)

Marsp-Rsp

1999 - Present (25 years)

Williams & Co Dba Williams & Co Financial Services

1981 - Present (43 years)

Rich Williams (Self Employed)

1997 - 2016 (19 years)

Legend Equities Corporation

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Richard 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 Planmember Securities Corporation

Texanna Stallwitz
Carpinteria, CA
Maxwell Kilstofte
Los Angeles, CA
Eric Busto
Farmingville, NY
Lauren Thomas
Horseshoe Bay, TX
Keeley Atterbury
Carlsbad, CA
Darin Leong
Mililani, HI
Kyle Smith
Carpinteria, CA
Jeffrey Lovegren
Carpinteria, CA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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