Matt Andrew Williams
Investment adviser representative at Williams Financial Group
20 yearsExperience
3 statesRegistered in
$354.8MFirm assets
6 yearsFirm in business
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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
20 years in the industry.
- Williams Financial GroupAug 2020 to now
- Aptus Capital Advisors, LLCFeb 2019 to Sep 2020
- Eagle Strategies LLCDec 2009 to Jan 2019
- Nylife SecuritiesNov 2006 to Jan 2019
- New York Life Ins CoJul 2006 to Jan 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 65 · Uniform Investment Adviser Law2009
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
- 5188305
- Firm CRD
- 310008