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Kristina Marie Williams

DFA Securities LLC

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About Kristina Marie Williams

Kristina Marie Williams is a financial advisor with DFA Securities LLC. Kristina has been in the industry since 2008. Her current office is in Austin, TX. Kristina is registered with FINRA and has passed the Series 7 and SIE exams. Previously, Kristina was with Capital Investment Group, Inc. in Irvine, CA, and with DFA Securities LLC in Santa Monica, CA.

Firm Information

Kristina Williams is currently registered with DFA Securities LLC. DFA Securities LLC is a Limited Liability Company formed in April 2009 and is registered in 53 states and with the Securities and Exchange Commission.

Not reported

Assets Under Management

Not reported

Total Clients

237

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Kristina Williams’s Registration & Firm History

TX

07/06/2016 - Present

DFA Securities LLC (AUSTIN TX)

CA

07/01/2013 - 12/23/2013

CAPITAL INVESTMENT GROUP, INC. (IRVINE CA)

CA

07/16/2003 - 07/26/2011

DFA SECURITIES LLC (SANTA MONICA CA)

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Licenses & Designations

BC

Issued 02/11/2008

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/15/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kristina Marie Williams.
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