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Danny Collins Williams

Investment Adviser Representative at Element Wealth, LLC

Ridgeland, MSCRD #2463761Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
26 yrs
Exams Passed
4

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Danny Collins Williams is an investment adviser representative with Element Wealth, LLC in Ridgeland, MS, where they have been registered since 2006. They have worked in the securities industry since 2000 and were previously registered with UBS Financial Services Inc. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Louisiana, Mississippi, and Texas.

Office

800 Woodlands Pky, Suite 201
Ridgeland, MS 39157

Advisors at this office: 9

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 16, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Louisiana, Mississippi, Texas

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 5/25/1994
Series 63
Uniform Securities Agent State Law Examination
Passed 5/13/1994
Series 31
Futures Managed Funds Examination
Passed 10/24/1997
Series 7
General Securities Representative Examination
Passed 5/4/1994

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Element Wealth, LLCCurrent
8/15/2006 – Ridgeland, MS
UBS Financial Services Inc.
9/1/2000 – 7/24/2006Jackson, MS

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Woodridge Capital Portfolio Management, LLC
    Jul 2006 – no end date reportedRidgeland, MS

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Element Wealth, LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Commissions
  • Fixed fee
Firm account minimum
$250,000 (waivable)
Firm's annual rate schedule by assets
  • Non-Retirement: First $1,000,0001.00%
  • Non-Retirement: Next $4,000,0000.75%
  • Non-Retirement: Over $5,000,0000.50%
  • Retirement Plans $5,000,000 and under1.00%

+1 more tiers on the firm profile

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Retirement income planning, Social Security optimization, financial planning, asset management, and legacy planning.

Financial PlanningPortfolio Management for Individuals and Small BusinessesPension Consulting
Firm areas of expertise
Retirement Income PlanningSocial Security OptimizationFinancial PlanningAsset ManagementLegacy PlanningHolistic Financial PlanningInvestment Management

Client types the firm serves

IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsOther Investment AdvisersInsurance CompaniesCorporations

Firm assets under management

$500M–$1B

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
12
Offices listed on AdvisorFinder:
1
Main office:
Ridgeland, MS
SEC file number:
801-61758

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of March 23, 2026

View full firm profile

Other advisors at Element Wealth, LLC

11 other advisors in the directory

View Element Wealth, LLC firm profile

Similar advisors in Ridgeland, MS

Other advisors whose filed branch office is in the same city.

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Danny Collins Williams has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Danny Collins Williams (Element Wealth) - Fees & Credentials