Founded in 1988, Williams Financial Group is a privately held, Dallas-based, financial services firm serving Financial Professionals throughout the United States. We provide a broad range of advisory, brokerage, and wealth management services to independent Financial Professionals, giving them the ability to independently serve their own clients who are primarily individual investors and select institutions. Businesses: • Licensed Insurance Agency • Registered Investment Advisory Firm • Registered Broker-Dealer Member FINRA and SIPC | WFG Investments, Inc. WFG Investments Inc., is the broker-dealer subsidiary of Williams Financial Group. Securities offered through WFG Investments, Inc., Member FINRA & SIPC. Investment advisory services offered through WFG Advisors, LP.
View Top Employees from Williams Financial GroupWebsite | http://www.williams-financial.com |
Revenue | $22 million |
Employees | 45 (45 on RocketReach) |
Founded | 1988 |
Phone | (281) 360-9473 |
Fax | (281) 852-9473 |
Technologies |
JavaScript,
HTML,
Microsoft Outlook
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Industry | Financial Services, Finance, Advisory, Alternative Investments, Insurance, Fixed Income, Ins, Brokerage, Investment Banking |
SIC | SIC Code 62 Companies, SIC Code 6211 Companies, SIC Code 621 Companies |
NAICS | NAICS Code 52 Companies, NAICS Code 523 Companies |
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The Williams Financial Group annual revenue was $22 million in 2023.
Gregory Williams is the CEO of Williams Financial Group.
45 people are employed at Williams Financial Group.
Williams Financial Group is based in Dallas, Texas.
The NAICS codes for Williams Financial Group are [52, 523].
The SIC codes for Williams Financial Group are [62, 6211, 621].