Dallen Williams (CRD# 6173863) is an Investment Advisor Representative working at Larson Williams Wealth Advisors, LLC in Cedar City, UT and has over 10 years of experience in the finance industry.
CRD# 5846095
State Farm Investment Management Corp.
CRD# 2295718
Lpl Financial LLC
CRD# 5106892
Geneos Wealth Management, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Larson Williams Wealth Advisors, LLC | Cedar City, UT | Oct 2020 - Current | 3 |
| Larson Williams Wealth Advisors, LLC | Cedar City, UT | Aug 2020 - Current | 3 |
| Self Employed | Cedar City, UT | Jan 2011 - Current | 13 |
| Dfpg Investments, Inc. | Sandy, UT | Feb 2019 - May 2023 | 4 |
| Townsquare Capital, LLC | Provo, UT | Mar 2018 - Oct 2021 | 3 |
| Allegis Investment Services | Cedar City, UT | Oct 2016 - Feb 2019 | 2 |
| Allegis Investment Advisors | Idaho Falls, ID | Oct 2016 - Apr 2018 | 1 |
| Hornor Townsend & Kent Inc. | Horsham, PA | Mar 2013 - Oct 2016 | 3 |
| Penn Mutual Life Ins Co | Horsham, PA | Mar 2013 - Oct 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2013 |
| S65 | NASAA Investment Advisors Law Examination | Jul 2015 |
- NV
- TX
- UT
-
Total Assets Under Management105MILLIONS
-
Total Number of Accounts1,360ACCOUNTS
-
Average Account Value$77,263
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
NV, TX, UT
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