Zane Williams
Professional summary
Zane Williams, who also goes by Zane Andre Williams, Zane Williams, is a registered financial professional currently at ALTRUIST FINANCIAL LLC located in Dallas, Texas.
Zane is registered as a RR (Registered Representative) and started their career in finance in 2018. Zane has worked at 5 firms and has passed the SIE and Series 99 exams.
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Zane Williams's CRS (Customer Relationship Summary).
Certified licenses
Experience
August 4, 2026 - Present
ALTRUIST FINANCIAL LLC
Office #1: 300 S. Pearl Expressway Suite 250, Dallas, TX 75201March 7, 2023 - July 10, 2026
WEBULL FINANCIAL LLC
April 23, 2020 - November 5, 2021
COWEN AND COMPANY
July 2, 2019 - July 6, 2020
COWEN EXECUTION SERVICES LLC
September 20, 2018 - January 2, 2019
STONEX FINANCIAL INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
FINRA
Current Firm
ALTRUIST FINANCIAL LLC
CRD#: 299274 / SEC#: , 8-70244
Contact information
FINRA licenses (53 States and Territories)
Direct owners and executive officers
Red Flags
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Company Information
ALTRUIST FINANCIAL LLC
CRD#: 299274Dallas, TX 75201TRUST BUT VERIFY
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