David WilliamsCRD Number: 3086931
Current Firm: H.d. Vest Advisory Services, Inc.
David Williams (CRD# 3086931) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in West Jordan, UT and has over 19 years of experience in the finance industry.
Uma Financial Services Inc.
|H.d. Vest Investment Services||West Jordan, UT||Jul 1998 - Current||19|
|Williams & Associates||Midvale, UT||Jun 1987 - Current||30|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 1998|
|S65||NASAA Investment Advisors Law Examination||Nov 1999|
Total Assets Under Management12,278MILLIONS
Total Number of Accounts56,222ACCOUNTS
Average Account Value$218,381
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY