Diana Williams
Diana Williams is a registered investment advisor at VALIC Financial Advisors, INC., based in Houston, TX, with 4 years of industry experience. Diana 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
2777 Allen Parkway, Rp-01, Houston, TX, 77019
Get directionsHistory
Regulatory History (1)
Criminal
April 2000Other Business Activities
Diana owns RayDarian Bookkeeping, providing bookkeeping services for small businesses, and also works as a notary. She also owns RayDarian Holdings, a real estate investing company, and spends a few hours per week on each of these activities.
Employment History
Current Registrations
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
Previous Registrations
Strategic Advisers LLC
Fidelity Personal and Workplace Advisors
Fidelity Brokerage Services LLCBroker
Ameriprise Financial Services, INC.Broker
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.