Unclaimed Profile

Wilson Henry Williams

WFG ADVISORS, LP·DALLAS, Texas

SIE, Series 4, Series 7, Series 24, Series 53, Series 6338 years registeredWFG ADVISORS, LP

2711 N HASKELL AVE, DALLAS, TX 75204CRD# 834161Firm CRD# 125073

Profile Verification

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

Identity

Wilson Henry Williams · DALLAS, TX

Registration

CRD #834161 · WFG ADVISORS, LP · 38 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: WFG ADVISORS, LP

WFG ADVISORS, LP

Apr 2003 – Sep 2017

DALLAS, TX

WILLIAMS FINANCIAL GROUP

Jul 1988 – Nov 2008

DALLAS, TX

Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 7

Series 24

Series 53

Series 63

Registration record

First registered · July 15, 1988

Years registered · 38

Disclosure History

2017Customer Dispute·Pending

2016Customer Dispute·Award / Judgment

2016Customer Dispute·Settled

2014Customer Dispute·Withdrawn

2008Regulatory·Final

2003Regulatory·Final

2002Customer Dispute·Settled

7 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 Wilson Henry Williams offer?

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

What are Wilson Henry Williams's credentials?

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

Where is Wilson Henry Williams located?

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

How does Wilson Henry Williams charge for services?

Wilson Henry 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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