Mark Williams (CRD# 4061842) is an Investment Advisor Representative working at Financial Gravity Family Office Services, LLC in Lakeway, TX and has over 24 years of experience in the finance industry.
CRD# 4431657
Pbl Wealth Management
CRD# 5872877
Orchard Financial
CRD# 2827672
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Kingswood Capital Partners, LLC | San Diego, CA | Nov 2021 - Current | 2 |
| Financial Gravity Family Office Services, Inc. | Lakeway, TX | Sep 2021 - Current | 2 |
| Forta Financial Group, Inc. | Greenwood Village, CO | Mar 2021 - Oct 2021 | < 1 |
| Forta Financial Group, Inc. | Greenwood Village, CO | Mar 2021 - Sep 2021 | < 1 |
| Centaurus Financial Inc. | Anaheim, CA | Nov 2015 - Mar 2021 | 5 |
| J.p. Turner & Company, LLC | Monterey, CA | Nov 2007 - Oct 2015 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2000 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CA
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Total Assets Under Management365MILLIONS
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Total Number of Accounts2,654ACCOUNTS
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Average Account Value$137,692
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