Danny
Williams

Element Wealth, LLC

CRD#2463761
Investment Advisor
in Ridgeland, MS

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About this Advisor

Danny Williams is a financial advisor based in Ridgeland, Mississippi, working with Element Wealth, LLC. Danny has previously held a position at Woodridge Capital Portfolio Management, LLC. Danny has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Louisiana, Mississippi, and Texas. Currently, Danny is part of Element Wealth, LLC, which operates out of Ridgeland, Mississippi. The firm has 11 employees and manages assets totaling $549.8 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and other services. The fee structure at Element Wealth, LLC includes asset-based, fixed, and commission-based fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Other

Fee Structure

Percentage of Assets, Fixed Fees, Commissions

Office Location

800 Woodlands Pky Suite 201
Ridgeland, MS 39157

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Element Wealth, LLC Brokerage Details

Total Assets Under Management

$549,792,235

MS Average: $479,240,389
Total Number of Employees

11

MS Average: 11
Total Number of Accounts

1,209

MS Average: 582
Average Account Size

$454,750

MS Average: $823,437

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Other

Danny Williams Work History

2006 - Present (18 years)

Woodridge Capital Portfolio Management, LLC

Disclosures

Please visit the SEC profile of Danny 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 Element Wealth, LLC

Lance Heisler
Theodore, AL
Laura Cerra
Laurel, MS
Jeremy Yancey
Ridgeland, MS
Juli-Ann Marquette
Ridgeland, MS
Danny Williams
Ridgeland, MS
Jeremy Nelson
Ridgeland, MS
Barry Smith
Ridgeland, MS
Andrew Gay
Ridgeland, MS

The content in this profile was updated by SmartAsset on 6/19/2024. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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