Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Forde? Claim Your ProfileForde Darryl McWilliams is a financial advisor with over 35 years of experience in the industry. Forde is currently registered with Principal Securities, Inc. in Houston, Texas. Forde has previously worked with firms including Hornor, Townsend & Kent, Inc., AXA Advisors, LLC, Southwest Securities, Inc., Barre & Company, Incorporated, Choice Investments, Inc., Rotan Mosle Inc., and IDS Marketing Corporation. Forde has several professional designations including Certified Financial Planner.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial 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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Seminar fees, solicitors fees, subscription consulting fees
1
2
TX
05/02/2018 - Present
Principal Securities, Inc. (Houston TX)
TX
10/04/2010 - 03/06/2018
HORNOR, TOWNSEND & KENT, INC. (HOUSTON TX)
TX
06/17/2005 - 08/26/2010
AXA ADVISORS, LLC (HOUSTON TX)
TX
11/14/1995 - 05/18/2005
SOUTHWEST SECURITIES, INC. (DALLAS TX)
TX
01/04/1991 - 06/06/1995
BARRE & COMPANY, INCORPORATED (DALLAS TX)
TX
11/25/1986 - 01/24/1991
CHOICE INVESTMENTS, INC. (AUSTIN TX)
NA
08/11/1983 - 12/08/1986
ROTAN MOSLE INC.
NA
10/07/1981 - 07/27/1983
IDS MARKETING CORPORATION
IA
Issued 06/07/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/25/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/22/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/1983
Series 7 - General Securities Representative Examination
BC
Issued 09/01/1981
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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