Michael James Williams

Employer firm

Independent Financial Group, LLC CRD 7717

$12.9B regulatory AUM 301 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2021 → Present
  Cornerstone Financial Services, Inc.
  Dallas, TX
• 02/2007 → 02/2018
  Wayland Baptist University
  Lubbock, TX
• 08/2006 → 08/2022
  Texas Tech University
  Lubbock, TX
• 06/2016 → 05/2022
  Onramps - Texas Tech University
  Lubbock, TX
• 07/2021 → Present
  Independent Financial Group, Llc
  Dallas, TX
• 07/2022 → Present
  Cornerstone Financial Services, Inc.
  Dallas, TX

Previous Registrations

• 2004-11-29 → 2012-07-30
  Cornerstone Financial Services, Inc.
  Dallas, TX

Other Businesses

CORNERSTONE FINANCIAL SERVICES, INC. POSITION: Employee NATURE: DBA Name for Marketing Purposes Only INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 07/18/2022 ADDRESS: 4851 Lbj Fwy, Suite 1175, Dallas TX 75244, United States DESCRIPTION: Assist owner with projects. Co-host Cornerstone's radio show, Smart Money.

Exams

• S66 Uniform Combined State Law Examination
  2023-07-15