Dana Williams is a registered investment advisor at Equinet, INC., based in Kansas City, MO, with 38 years of industry experience. Dana operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Equinet, Inc. manages investment portfolios for individuals and small businesses. The firm is compensated based on a percentage of the value of your portfolio.
Location
3 East 68th Terrace, Kansas City, MO, 64113
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Equinet, INC.
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.