Michael
Williams

Commonwealth Financial Network

CRD#468074
Investment Advisor
in Dallas, TX

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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

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant

Years of Experience

10 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, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

Yes

Office Location

12700 Park Central Dr. Suite 420
Dallas, TX 75251

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Commonwealth Financial Network Brokerage Details

Total Assets Under Management

$111,440,393,319

TX Average: $16,012,751,954
Total Number of Employees

3,400

TX Average: 118
Total Number of Accounts

436,517

TX Average: 4,567
Average Account Size

$255,295

TX Average: $3,506,186

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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.

2014 - Present (7 years)

Commonwealth Financial Network

2010 - 2014 (4 years)

First Allied Advisory Services, Inc

Disclosures

Michael Williams has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Commonwealth Financial Network

Fred Scheffner
Salt Lake City, UT
Corinne Kurucza
Great Neck, NY
Robert Moore
Troy, MI
Mario Alvino
Glastonbury, CT
William Corder
San Diego, CA
William Gallagher
Wilmington, DE
Laura Woods
Lutz, FL
Gilberto Bermea
Laredo, TX

This content was compiled from the SEC and FINRA.

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.

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