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Darrell Dwayne Williams III

Advisor at Commonwealth Financial Network — Conway, SC

Updated today

Credentials

Series 63, Series 66

Experience

28 years

Location

Conway, SC

Commonwealth Financial Network logo

Commonwealth Financial Network

Enterprise

Total advisors

2,744

Across 1,217 offices

Clients per advisor

130 Very High

Avg AUM per client

$568,323 High

HNW client ratio

12% Typical

About

Darrell Williams III is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 credentials and 28 years of industry experience. He has worked with Commonwealth Financial Network and Williams Financial Group since 2021, and previously served at Park Avenue Securities and Guardian Life Insurance Company of America. Williams is also the owner of Williams Financial Group, an operating company that facilitates securities, investment advisory, and insurance business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and a broad client base. The firm offers a comprehensive adviser-support platform that includes managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Client services

Based on Commonwealth Financial Network

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops

Expertise

Based on Commonwealth Financial Network

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy

Occupation focus

Based on Commonwealth Financial Network

Founder/Business Owner Executive Retired

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Fee options

Fixed

Flat or fixed fees available for consulting services, including wealth management, retirement plan consulting, and HSA consulting.

Percentage

$0 - $750,000: 2.25% $750,000 - $1,000,000: 2.00% $1,000,000 - $2,000,000: 1.75% $2,000,000+: 1.50%

Commissions

Advisors may receive commissions on securities transactions and insurance products; additional transaction charges may apply in certain programs.

Project-based

Up to $500 per hour for consulting services.

Other

Account minimum: $1,000 Fee-only: Annual fees negotiable; fees based on percentage of assets under management; no performance-based fees.

Location

See office

Conway, SC

Conway SC

Advisors at this office

1

Most active in

South Carolina · Virginia

Work history

28 years of industry experience

Williams Financial Group

2021 - Present • 5 years

Virginia Beach, VA

Commonwealth Financial Network

2021 - Present • 5 years

Waltham, MA

Park Avenue Securities

2016 - 2021 • 5 years

Virginia Beach, VA

Guardian Life Insurance Company of America

2016 - 2021 • 5 years

Virginia Beach, VA

VOYA Financial Advisors, Inc.

2007 - 2016 • 9 years

VA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Flavio M

Series 65

Myrtle Beach, SC

Coast Wealth Management Group, LLC

Flavio Medeiros is a financial advisor at Coast Wealth Management Group, LLC with 10 years of industry experience. He holds Series Series 65 license. Coast Wealth Management Group provides investment management and financial planning services to individual and business clients. The firm develops portfolios and plans tailored to client goals, using fundamental analysis and a combination of long- and short-term strategies.

Cash flow / budgeting Retirement income strategy Debt management General retirement planning Roth conversion strategy Retired Military & Veterans Approaching retirement Retired Gen X (Born 1965-1980)
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Joshua H

CFP®, Series 63, Series 66

Myrtle Beach, SC

Resettle Wealth

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Social Security optimization General retirement planning Tax-loss harvesting
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CFP®, Series 63

Myrtle Beach, SC

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Wealth management Real estate investing Annuities College savings (529s, UTMA, etc.) Debt management
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James V

CFP®, Series 63, Series 65

Myrtle Beach, SC

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Life insurance needs analysis
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Tiffany M

Series 65

Myrtle Beach, SC

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General retirement planning Retirement plans for business owners (SEP, solo 401k) General tax planning College savings (529s, UTMA, etc.) Wealth management Founder/Business Owner Retired
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Ryan C

Series 65

Myrtle Beach, SC

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General retirement planning Retirement income strategy Social Security optimization Business succession planning Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Self-Employed
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