Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael James Williams is a financial advisor with Independent Financial Group, LLC in Dallas, Texas. Michael has over 18 years of experience in the financial services industry. Michael has a wide range of experience in financial planning and investment management, including working with individuals, corporations, and charitable organizations. Michael is committed to providing his clients with personalized financial advice and guidance. Prior to joining Independent Financial Group, LLC, Michael was an advisor with Cambridge Legacy Securities LLC, AIG Financial Advisors, Inc. and SunAmerica Securities, Inc.
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.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
TX
07/17/2023 - Present
Independent Financial Group, LLC (DALLAS TX)
TX
09/17/2008 - 12/31/2011
CAMBRIDGE LEGACY SECURITIES L.L.C. (DALLAS TX)
TX
10/31/2005 - 09/19/2008
AIG FINANCIAL ADVISORS, INC. (DALLAS TX)
AZ
05/05/2004 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
BOTH
Issued 07/15/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/17/2004
Series 24 - General Securities Principal Examination
BC
Issued 06/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 09/02/2022
SIE - Securities Industry Essentials Examination
BC
Issued 05/04/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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