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 is based in Dallas, Texas. Currently an advisor with Commonwealth Financial Network, Williams has 15 years of experience in the financial advisory industry. Williams holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative. Williams is registered to advise investors in Texas. Over the course of their career, Williams has held roles at First Allied Advisory Services, Inc, Linsco Private Ledger and Commonwealth Financial Network. Commonwealth Financial Network is headquartered in Dallas, Texas, and operates out of 1,090 other brick-and-mortar locations in the nation. As a company, Commonwealth Financial Network manages $81 billion in assets throughout 335,560 accounts and retains more than 3,200 people. The amount of assets the firm manages places it among the largest firms in the United States. The firm manages 328,891 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 3% of the advisory firm's investors are high-net-worth individuals, meaning they have more than $1 million in capital. Commonwealth Financial Network provides 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

15 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

$85,214,650,650

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

3,350

TX Average: 118
Total Number of Accounts

388,288

TX Average: 4,567
Average Account Size

$219,462

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 15 years of experience.

2014 - Present (5 years)

Commonwealth Financial Network

2010 - 2014 (4 years)

First Allied Advisory Services, Inc

2003 - 2010 (7 years)

Linsco Private Ledger

Disclosures

Michael Williams has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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