Jimmy J. Williams,  CFP<sup>&reg;</sup> - Financial Advisor

Jimmy J. Williams, CFP®

CPA/PFS,

CEO/President

Compass Capital Management, LLC

PO Box 795, 321 S 3rd St, Ste 4
McAlester, OK 74501
FINANCIAL ADVISOR'S WEBSITE
(918) 423-3222

General

Jimmy Williams is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Compass Capital Management, LLC in McAlester, OK and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 6, 24, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Public Accountant (CPA)
  • Personal Financial Specialist (PFS)

Insurance Licenses

  • Life insurance: AR,OK
  • Variable annuities: OK

Broker-Dealer Affiliation

Cambridge Investment Research, Inc.

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Asset Allocation, Investment Management, Estate Planning, Limited Partnerships, Getting Divorced, Mutual Funds, Getting Married, Real Estate, Insurance, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Sudden Wealth, Men's Finances, Personal Taxes, Women's Finances

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