Williams Financial Advisors, LLC
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Williams Financial Advisors, LLC - overview
Established
1997
Location
Shreveport, LA, US
Primary Industry
Financial Services
About
Founded in 1997 and based in Louisiana, US, Williams Financial Advisors, LLC operates as a provider of wealth management, financial planning, retirement planning, investment management, and financial advisory services for individuals, families, business owners, and retirees.
Current Investors
RFG Advisory, LLC, WFA Volare
Primary Industry
Financial Services
Sub Industries
Consulting Services, Investment Banking
Verticals
FinTech
Company Stage
Merged
Total Amount Raised
Subscriber access only
Williams Financial Advisors, LLC - deals
| Deals Type | Deal Status | Target (s) | Deal Date | Investor(s) | Seller(s) | Deal size (Mn) | Enterprise value (Mn) | Post-money valuation (Mn) | EBITDA multiple (x) | Revenue multiple (x) | Lead partner (s) |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Add-on | Completed | Williams Financial Advisors, LLC | - | ||||||||
| Merger | Completed | Volare Wealth Advisors, Williams Financial Advisors, LLC | - |
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