Diana Williams
Diana Williams is a registered investment advisor at VALIC Financial Advisors, INC., based in Houston, TX, with 5 years of industry experience. Diana is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 4 more. Their firm serves 293,026 clients with $29B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
VALIC Financial Advisors offers ongoing subscription-based financial planning services that renew annually and include periodic updates to your financial plan as your needs or life events change.
- One-time financial plan — Up to $5,000 annually, customized to your financial situation and goals.
- Project-based consulting services — Up to $7,500 annually for specific financial consulting projects.
- Combined plan and consulting services — Total combined fee 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.
Exams
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