AdvisorOS Directory
Claim Profile
BW

Billy Ray Williams

WFG CAPITAL ADVISORS, LLC·MOBILE, Alabama
Unclaimed Profile
2616-A DAUPHIN STREET, MOBILE, AL 36606CRD# 4447994Firm CRD# 310008
01

About

Billy Ray Williams is a registered financial advisor based in MOBILE, Alabama, affiliated with WFG CAPITAL ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
WFG CAPITAL ADVISORS, LLC
WILLIAMS FINANCIAL GROUP
AUM
$278M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at WFG CAPITAL ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4447994
Firm CRD# 310008
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in MOBILE?

Browse all registered financial advisors in MOBILE, Alabama or claim this profile if it's yours.

Browse MOBILE AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Billy Ray Williams offer?
Billy Ray Williams specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MOBILE, Alabama for a consultation.
What are Billy Ray Williams's credentials?
Billy Ray Williams is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Billy Ray Williams located?
Billy Ray Williams is based in MOBILE, Alabama, working with WFG CAPITAL ADVISORS, LLC. Their office serves clients in the MOBILE metropolitan area and surrounding communities.
How does Billy Ray Williams charge for services?
Billy Ray Williams's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WFG CAPITAL ADVISORS, LLC?
WFG CAPITAL ADVISORS, LLC has approximately 5 employees and manages $278M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in MOBILE
Steven Francis Schreiber — INTERSERV, LLCJohn Jeffries — WILKINS MILLER WEALTH MANAGEMENT, LLCJanet Riddle Hayes — LEAVELL INVESTMENT MANAGEMENT, INC.Paul Eugene Sr. Brown — HARBOR FINANCIAL SERVICES, LLCJames Edward Sandifer — SANDIFER WEALTH MANAGEMENT, INC.
Nearby cities in Alabama
BIRMINGHAM (369)HUNTSVILLE (39)MONTGOMERY (23)VESTAVIA HILLS (17)FAIRHOPE (13)
City Guides
BIRMINGHAM GuideHUNTSVILLE GuideMONTGOMERY GuideVESTAVIA HILLS GuideFAIRHOPE Guide
Research
Advisor Fees in AlabamaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile