PlanMember Financial Corporation (PFC) on Feb. 18 announced that it has become the new broker/dealer and registered investment advisor for Williams & Company. With the agreement, PFC now serves 32 financial centers.
According to a PFC press release, the agreement means that PFC will be providing the services of its 403(b), 457(b) and independent wealth advisors to more than 40 additional financial professionals and assets of just under one-half of $1 billion.
PFC will provide Williams & Co.’s advisors with broad platform, business development, marketing, recruiting, training, technology, web and support services, as well as advisory programs.
Williams & Co. provides advisors in Michigan, Nevada, Oklahoma and Texas; educators within the independent school districts, regional educational service agencies, and community colleges of the Michigan Retirement Investment Consortium are among its clients. Williams & Co. previously had been affiliated with The Legend Group.
According to a PFC press release, the agreement means that PFC will be providing the services of its 403(b), 457(b) and independent wealth advisors to more than 40 additional financial professionals and assets of just under one-half of $1 billion.
PFC will provide Williams & Co.’s advisors with broad platform, business development, marketing, recruiting, training, technology, web and support services, as well as advisory programs.
Williams & Co. provides advisors in Michigan, Nevada, Oklahoma and Texas; educators within the independent school districts, regional educational service agencies, and community colleges of the Michigan Retirement Investment Consortium are among its clients. Williams & Co. previously had been affiliated with The Legend Group.
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