Ameritas Advisory Services
46yrs
Top advisor by experience at Ameritas Advisory Services
2yrs
Danielle Williams is a fiduciary financial advisor in Flagstaff, Arizona, with 2 years in the industry. Danielle joined RFG Advisory in 2025, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 70 advisors with offices in Flagstaff, and one of 68 fiduciaries.
At a glance
Experience2 years (since 2025)
How that compares ?2 years in the industry
Office320 W Cherry Avenue, Flagstaff, AZ 86001
FirmRFG Advisory
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$295,694
Advisors at the firm188
States licensed ?1 state
Services through RFG Advisory
Financial planningInvestment management for individuals and small businessesManaging mutual fundsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Nov 2025 – nowRFG Advisory, LLCCurrent firm
Contact Danielle
320 W Cherry AvenueFlagstaff, AZ 86001Office · Get directions Firm main line(205) 397-2450Headquarters: RFG Advisory · Vestavia Hills, AL LinkedIn pageRFG Advisory
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Questions to ask Danielle
Tailored to Danielle’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Danielle
How do I contact Danielle?
Call RFG Advisory at (205) 397-2450 and ask for Danielle Williams. Danielle works from the Flagstaff, AZ office.
How long has Danielle been a financial advisor?
Danielle has been in the industry since 2025, about 2 years. 2 years in the industry.
What licenses does Danielle hold?
Series 66. Tap any license on this page to see what it allows.
Is Danielle a fiduciary?
Danielle is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Danielle paid?
RFG Advisory reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Danielle for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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