WILLIAMS FINANCIAL CONSULTANTS INC
Legal name: WILLIAMS FINANCIAL CONSULTANTS
CRD #106919 SEC #801-18804 CORAL SPRINGS, FL 954-227-5511
SEC Registered
Total AUM
$52.9M
Discretionary
$3.5M
Employees
5
Clients
26
Accounts
87
Firm Details
- Organization Type
- Corporation
- State of Formation
- --
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jun 27, 2005
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| WILLIAMS, JOSEPH, PERCIVAL | I | OWNER/PRESIDENT | E | Control |
| WILLIAMS, JOSEPH, PERCIVAL | I | OWNER/PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| WILLIAMS, JOSEPH, PERCIVAL | I | OWNER/PRESIDENT | E | Control |
| WILLIAMS, JOSEPH, PERCIVAL | I | OWNER/PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| COLE, LOIS, KAY | I | OWNER/AGENT | B | Control |
| WILLIAMS, LOIS, COLE | I | OWNER/AGENT | B | Control |
| WILLIAMS, LOIS, COLE | I | OWNER/AGENT | B | Control |
| WILLIAMS, LOIS, COLE | I | OWNER/AGENT | B | Control |
Registrations
Federal
IA
Jun 27, 2005 REGISTERED
Notice Filings (2)
FL TX
Address
3000 NORTH UNIVERSITY DRIVESUITE 2F
CORAL SPRINGS, FL 33065
USA
Phone: 954-227-5511