Unclaimed Profile

David Wilson Williams

WFG ADVISORS, LP·DALLAS, Texas

SIE, Series 7, Series 24, Series 63, Series 6620 years registeredWFG ADVISORS, LP

2711 N HASKELL AVE, DALLAS, TX 75204CRD# 4178982Firm CRD# 125073

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

David Wilson Williams · DALLAS, TX

Registration

CRD #4178982 · WFG ADVISORS, LP · 20 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: WFG ADVISORS, LP

WFG ADVISORS, LP

Nov 2005 – Sep 2017

DALLAS, TX

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 66

Registration record

First registered · November 21, 2005

Years registered · 20

Disclosure History

2016Customer Dispute·Award / Judgment

2016Customer Dispute·Settled

2015Customer Dispute·Settled

3 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

WFG ADVISORS, LP

CRD 125073 · SEC 801-61945

AUM

$1.5B

Regulatory assets under management

Employees

156

8,500 client accounts

Services offered by WFG ADVISORS, LP

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at WFG ADVISORS, LP →

Introduction

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Frequently Asked Questions

What services does David Wilson Williams offer?

David Wilson Williams specializes in Financial Planning, Investment Management, Wealth Management.

What are David Wilson Williams's credentials?

David Wilson Williams is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is David Wilson Williams located?

David Wilson Williams is based in DALLAS, Texas, last registered with WFG ADVISORS, LP.

How does David Wilson Williams charge for services?

David Wilson 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 ADVISORS, LP?

WFG ADVISORS, LP has approximately 156 employees and manages $1.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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