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MW

Michael V. Williams

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CRD#: 819531
MW

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Michael Val Williams, who also goes by Mike Williams, was a registered financial professional .

Michael is a previously registered financial professional and started their career in finance in 1984. Michael had worked at 11 firms and has passed the Series 66, Series 63, Series 7, Series 1 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Mike Williams

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

August 15, 2007 - June 30, 2015

ACCESS FUND MANAGEMENT, LLC

RIA
CRD#: 125247
PALM HARBOR, FL
Past

January 24, 2007 - November 14, 2007

GRANT WILLIAMS L.P.

BD
CRD#: 45961
PHILADELPHIA, PA
Past

August 12, 2004 - January 27, 2005

JONES, BYRD, & ATTKISSON, INC.

BD
CRD#: 36268
ATLANTA, GA
Past

July 13, 2000 - June 19, 2003

AFSG SECURITIES CORPORATION

BD
CRD#: 18374
CEDAR RAPIDS, IA
Past

June 19, 2000 - July 13, 2000

AFSG SECURITIES CORPORATION

BD
CRD#: 18374
CEDAR RAPIDS, IA
Past

April 1, 1991 - June 25, 2004

TRANSAMERICA FINANCIAL ADVISORS, LLC

BD
CRD#: 16164
PHILADELPHIA, PA
Past

May 10, 1990 - April 1, 1991

PW SECURITIES, INC.

BD
CRD#: 6775
Past

February 15, 1990 - April 12, 1990

KEOGLER, MORGAN & COMPANY, INC.

BD
CRD#: 16546
ATLANTA, GA
Past

March 4, 1988 - June 6, 1989

FIDELITY CAPITAL CORPORATION, INC.

BD
CRD#: 17980
Past

December 10, 1985 - May 8, 1987

FIFTH SEASON REGISTRY, INC.

BD
CRD#: 16087
Past

November 4, 1985 - February 19, 1986

ROTHSCHILD REGISTRY INTERNATIONAL, INC.

BD
CRD#: 11014
Past

March 23, 1984 - December 24, 1985

PARLIAMENT SECURITIES CORP.

BD
CRD#: 14263

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 8/13/2007
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 1
Date: 3/5/1976
Registered Representative Examination
Principal/Supervisory Exam

Current Firm


AF
ACCESS FUND MANAGEMENT, LLC
ACCESS FUND MANAGEMENT, LLC

CRD#: 125247 / SEC#: 801-61826

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Contact information


Main Address
4114 Woodlands Blvd Suite 303, Palm Harbor, FL 34685
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

Part 2 Brochures

FORM ADV - PART 2 BROCHURE (3/31/2015)

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


ACCESS FUND MANAGEMENT, LLC

CRD#: 125247

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