Here's a quick glance at who we are.

Established: 1988

Ownership: Wilson H. Williams (privately held)

Home Office: Dallas, TX

WFG Staff: Approximately 50

Affiliate WFG Companies:

• Williams Financial Group - Support and Service Company
• WFG Investments, Inc. - Broker/Dealer
• WFG Advisors, LP - Registered Investment Advisor
• WFG Strategic Alliance, Inc. - Insurance Agency
• WFG Capital, Inc. - Private Placements
• Advisor Marketing Services - Non-Securities Marketing Services

Clearing Firms:

• National Financial Services, a Fidelity Investments company
• Pershing, LLC

Mission: To provide an unequaled experience for our financial professionals, and genuine care for our employees.

Corporate Goal: Our goal is to use common sense in financial management with an emphasis on building important relationships for the long-term. We are a firm with an entrepreneurial spirit that is open to new ideas, with an attention to detail. We have a firm-wide adherence to the vision that has proven to be the foundation of our success.