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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Douglas? Claim Your ProfileDouglas Randal Williams is an investment advisor representative with Retirement Planners of America. Douglas has over 17 years of experience in the financial industry. He is licensed to provide investment advice in Texas. Douglas has a broad range of experience in the industry having worked with several firms including Edward Jones, Jackson National Life Distributors LLC, Sanford C. Bernstein & Co., LLC, MetLife Investors Distribution Company and American Skandia Marketing, Inc. His expertise lies in financial planning and portfolio management for individuals. Retirement Planners of America is a financial planning firm headquartered in Plano, Texas. They offer financial planning and investment management services to individuals and families.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
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TX
08/27/2024 - Present
Retirement Planners OF America (PLANO TX)
CT
05/23/2007 - 06/02/2016
EDWARD JONES (GLASTONBURY CT)
TN
11/03/2006 - 05/14/2007
JACKSON NATIONAL LIFE DISTRIBUTORS LLC (FRANKLIN TN)
NY
04/20/2005 - 09/26/2006
SANFORD C. BERNSTEIN & CO., LLC (NEW YORK NY)
NY
12/11/2004 - 01/13/2005
METLIFE INVESTORS DISTRIBUTION COMPANY (NEW YORK CITY NY)
CA
02/05/2002 - 12/11/2004
METLIFE INVESTORS DISTRIBUTION COMPANY (NEWPORT BEACH CA)
CT
01/06/1999 - 02/12/2002
AMERICAN SKANDIA MARKETING, INC. (SHELTON CT)
IA
Issued 08/08/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/04/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/02/2016
SIE - Securities Industry Essentials Examination
BC
Issued 04/25/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 04/19/2005
Series 7 - General Securities Representative Examination
BC
Issued 01/05/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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