Michael Williams
Michael Williams is a CFP, ChFC-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Dallas, TX, with 52 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
12700 Park Central Dr, Ste 420, Dallas, TX, 75251
Get directionsHistory
Regulatory History (2)
Customer Dispute
September 2020Customer Dispute
April 2004Other Business ActivitiesSells Insurance
Michael is a member and 50% owner of Planning Strategies, LLC, an entity established to facilitate securities and fixed insurance business. Michael also engages in fixed insurance sales through Planning Strategies, LLC.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
First Allied Advisory Services, INC.
First Allied Securities, INC.
First Allied Securities, INC.Broker
First Allied Securities, INC.
LPL Financial Corporation
LPL Financial CorporationBroker
AXA Advisors, LLC
AXA Advisors, LLCBroker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations8 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.