Darrell Williams
Darrell Williams is a registered investment advisor at Commonwealth Financial Network, based in Virginia Beach, VA, with 27 years of industry experience. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 399,450 clients with $210B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Commonwealth Financial Network offers investment management through various programs like PPS Custom, PPS Select, and PPS Direct. Fees are generally calculated as a percentage of your portfolio, including cash and money market positions. The exact fees vary depending on the specific program and the agreement between you and your advisor.
Commonwealth generally offers two types of fee schedules: blended and breakpoint. With a blended schedule, different portions of your portfolio are charged at different rates. With a breakpoint schedule, the fee rate declines as your portfolio value reaches certain levels. All fees are negotiable between the advisor and client.
Location
Virginia Beach, VA
Get directionsHistory
Regulatory History (3)
Financial
September 2016Financial
September 2016Financial
June 2016Other Business ActivitiesSells Insurance
Darrell owns Williams Financial Group, which facilitates securities, investment advisory, and insurance business, dedicating minimal time to it. He also engages in fixed insurance sales, spending minimal time on this activity as well.
Employment History
Current Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Previous Registrations
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
Locust Street Securities, INC.Broker
Allstate Financial Services, LLCBroker
First Union Securities, INC.Broker
First Union Brokerage Services, INC.Broker
State Registrations5 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.