Glenn T. Williams
Professional summary
Glenn Todd Williams, CFP® is a registered financial advisor currently at WILLIAMS FINANCIAL PLANNING, INC. located in Fort Worth, Texas.
Glenn is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1991. Glenn has worked at 5 firms and has passed the Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Glenn Todd Williams's CRS (Customer Relationship Summary).
Certified licenses
Start date: 1998
Experience
November 21, 2017 - Present
WILLIAMS FINANCIAL PLANNING, INC.
Office #1: 1617 Park Place, Ave #110-wfp, Fort Worth, TX 76110Office #2: 201 Main Street St #600, Fort Worth, TX 76102October 22, 2004 - December 22, 2017
LPL FINANCIAL LLC
October 31, 2003 - December 22, 2017
LPL FINANCIAL LLC
March 2, 1995 - November 11, 2003
WALNUT STREET SECURITIES, INC.
February 5, 1993 - March 1, 1995
BA INVESTMENT SERVICES, INC.
June 5, 1992 - February 9, 1993
INVEST FINANCIAL CORPORATION
February 25, 1991 - April 21, 1992
WALNUT STREET SECURITIES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(11/21/2017)
Exams
Current Firm
WILLIAMS FINANCIAL PLANNING, INC.
CRD#: 290272 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 186 |
| AUM (Assets Under Management) | $ 27,950,391 |
Red Flags
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