Billy Ray Williams
Investment adviser representative at Williams Financial Group
25 yearsExperience
3 statesRegistered in
ChFC®, CFP® certificationDesignations
$354.8MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
25 years in the industry.
- Williams Financial Group, LLCSep 2004 to now
- Aptus Capital Advisors, LLCJan 2018 to Sep 2020
- Eagle Strategies, LLCAug 2003 to Jan 2018
- New York Life Insurance CompanyAug 2001 to Jan 2018
Designations
- ChFC®
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 65 · Uniform Investment Adviser Law2003
State registrations
Registered as an investment adviser representative in 3 states (AL, LA, TX).
Williams Financial Group
Legal name: Wfg Capital Advisors, LLC
$354.8MAssets managed
658Clients
3Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4447994
- Firm CRD
- 310008