Joshua Richard Williams
Investment adviser representative at Planmember Securities Corporation
18 yearsExperience
1 stateRegistered in
ChFC®Designation
$10.1BFirm 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 feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
18 years in the industry.
- Williams & Company Executive ServicesJan 2020 to now
- Trustmark InsuranceJun 2016 to now
- Planmember Securities CorporationFeb 2016 to now
- Michigan Association of Retired School Personnel (marsp)Mar 2015 to now
- Joshua Williams (self Employed)Mar 2008 to now
- W&c Wealth ManagementMar 2008 to now
- Williams & Co dba Williams and Company Financial ServicesMar 2008 to now
Designations
- ChFC®
Exams passed
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 1 state (MI).
Planmember Securities Corporation
$10.1BAssets managed
69,645Clients
424Advisers
35 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
- 5392424
- Firm CRD
- 11869