Commonwealth Financial Network
About this Advisor
Michael Williams is a certified financial planner and chartered financial consultant who works in Dallas, Texas. Currently an investment advisor with Commonwealth Financial Network, they have accumulated 10 years of practice as a registered advisor. Williams has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative. Williams is registered to serve clients in Texas. Over the course of their career, they have held roles at First Allied Advisory Services, Inc and Commonwealth Financial Network. Commonwealth Financial Network is located in Dallas, Texas, and operates out of 1,090 other offices in the country. Overall, Commonwealth Financial Network manages $111 billion in assets covering 436,517 accounts and employs more than 3,400 people. The level of assets currently under the firm's management makes it one of the largest financial advisory firms in the country. The firm manages 426,927 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 4% of the advisory firm's investors are high-net-worth individuals, meaning they have greater than $1 million in investable assets. Commonwealth Financial Network can offer financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. The firm's fees may include asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years of Experience
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Commonwealth Financial Network Brokerage Details
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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
- Publication of periodicals or newsletters
- Educational seminars/workshops
Michael Williams Work History
Michael has 10 years of experience.
Commonwealth Financial Network
First Allied Advisory Services, Inc
Michael Williams has disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Commonwealth Financial Network
Salt Lake City, UT
Great Neck, NY
San Diego, CA
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 use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.