Bobi Williams
Bobi Williams is a registered investment advisor at USAA Investment Services Company, based in Prosper, TX, with 21 years of industry experience. Bobi is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Annuities, Insurance Planning, Retirement Planning. Their firm serves 2,635 clients.
Compensation
Firm Size
IM Fee
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
Prosper, TX
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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
USAA Investment Services Company
USAA Investment Services CompanyBroker
USAA Investment Services Company
Previous Registrations
USAA Financial Advisors, INC.Broker
USAA Financial Planning Services
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Morgan Stanley Smith BarneyBroker
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith BarneyBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
State Registrations53 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.
Exams
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