History and Milestones
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2010
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$6.5 billion assets under management, Over 250 Financial Professionals
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Named one of the fastest growing independent broker/dealers in the US for the third consecutive year
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2009
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Named “Best Place to Work in Dallas” by Dallas Business Journal
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Named one of the fastest growing independent broker/dealers in the US
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2008
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$5.5 billion assets under management, 190 financial professionals
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Named one of the fastest growing independent broker/dealers in the US |
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Named “Best Place to Work in Dallas” by Dallas Business Journal
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2006
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WFG restructures by forming four independent subsidiaries
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WFG extends into the global markets.
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2005
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Acquired Pro-Integrity and added 75 financial professionals
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2002
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Doubled in office size to meet our growing business needs
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1998
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Added Pershing as a clearing house
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1994
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Wilson Williams buys out Buchanan
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Wilson, Buchanan & Co. becomes (Wilson) Williams Financial Group
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1993
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Williams Buchanan reaches $1 billion in assets.
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1992
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1st Annual Conference
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1988
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1988 Williams, Buchanan & Company formed
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