David Williams (CRD# 4089527) is an Investment Advisor Representative working at Williams Wealth Management, Inc. in Los Angeles, CA and has over 24 years of experience in the finance industry. David Williams has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5781614
Awm Capital, LLC
CRD# 6406556
Aqua Capital Advisors
CRD# 6232434
Bluepoint Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Williams Wealth Management, Inc. | Los Angeles, CA | Jan 2000 - Current | 24 |
| Williams And Company, Cpas Inc. | Los Angeles, CA | Sep 1992 - Current | 31 |
| 1st Global Insurance Services | Los Angeles, CA | Jul 2007 - Nov 2017 | 10 |
| 1st Global Advisors, Inc. | Los Angeles, CA | Oct 2001 - Nov 2017 | 16 |
| 1st Global Capital Corp. | Los Angeles, CA | Dec 1999 - Nov 2017 | 17 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 1999 |
- CA
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Total Assets Under Management62MILLIONS
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Total Number of Accounts26ACCOUNTS
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Average Account Value$2,392,308
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA
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