William Williams
William Williams is a registered investment advisor at VALIC Financial Advisors, INC., based in Novi, MI, with 33 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 2 more. Their firm serves 293,993 clients with $26B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
- Financial planning fees depend on the complexity of your situation, the number of topics covered, the time needed to complete the plan, your net worth, and your location.
- Consulting services are offered on a per-project basis, not exceeding $7,500 annually.
- The total combined fee for a financial plan and consulting services will not exceed $10,000 annually.
Location
39555 Orchard Hill Place, Suite 600, Novi, MI, 48375
Get directionsHistory
Regulatory History (1)
Customer Dispute
September 2008Other Business ActivitiesSells Insurance
William receives commissions from past sales of Western Reserve Life (Transamerica) and Lincoln Benefit Life, works as a freelance writer/editor, sells personal items on E-Bay, is an election judge/poll worker, and is an agent for non-securities insurance products. He also serves as a volunteer committee member for the Perrysburg Board of Zoning Appeals and owns WG Williams LLC LTD to promote a book he wrote.
Employment History
Current Registrations
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
Previous Registrations
Foresters Equity Services, INC.Broker
Allstate Financial Services, LLCBroker
Wma Securities, INC.Broker
Intersecurities, INC.Broker
State Registrations9 states
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.