WMS Advisors, LLC

CONNECT

Address:

Rockville, MD
11300 Rockville Pike, Suite 800
Rockville, MD 20852

Charlotte, NC
6135 Park South Drive
Charlotte, NC 28210

Phone:

301-294-7804,Toll Free: 888-394-7804

Fax/Other:

301-294-7809

Disclaimer

David R. Williams, CFP® is a registered representative of H. Beck, Inc. which is unaffiliated with WMS Advisors, LLC. Securities offered through H. Beck, Inc. - Member FINRA/SIPC. As an H. Beck, Inc. representative, information about you that we obtain and maintain will be subject to review by H. Beck, Inc. as part of its supervision of our securities activities, and will be treated confidentially subject to its privacy policies. Advisory services offered through WMS Advisors, LLC. Certified Financial Planner Board of Standards Inc. owns the certification mark CFP®, which it awards to individuals who successfully complete initial and ongoing certification requirements.

WMS Advisors, LLC currently has individuals registered to offer securities in the states of DC, FL, HI, MD, NC, NJ, OR, PA, SC, TX, and VA, and licensed to offer insurance products in the states of DC, FL, HI, MD, NJ, TX and VA. This is not an offer to sell or solicit securities in any other state or jurisdiction however, if you reside in a state other than a state listed, please inform us. Proper registration must be obtained before advice is offered.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Third party posts do not reflect the views of H. Beck Inc. and have not been reviewed by H. Beck Inc. as to accuracy and completeness.

This information should not be considered tax/legal advice. You should consult your tax/legal advisor regarding your own tax/legal situation. Investments will fluctuate and may be worth more or less than when originally purchased. There is no assurance that any particular strategy will work under all market conditions. Past performance does not guarantee future results.

WMS Advisors, LLC (“WMS”) is a registered investment adviser with the Securities and Exchange Commission.  Registration does not imply a certain level of skill or training.

All written content on this site is for information purposes only. Opinions expressed herein are solely those of WMS, unless otherwise specifically cited.  Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness.  All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.

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