David Williamson, financial advisor Zepher Cove NV

David Williamson

CRD Number: 5668115
Current Firm: Equity Advisors, LLC

David Williamson (CRD# 5668115) is an Investment Advisor Representative working at Equity Advisors, LLC in Zepher Cove, NV and has over 14 years of experience in the finance industry.

Company Name Location Dates Years
Equity Advisors El Dorado Hills, CA May 2022 - Current 1
Foothills Regional Insurance & Financial Solutions El Dorado Hills, CA May 2014 - Current 9
Cambridge Investment Research Advisors, Inc. Fairfield, IA Mar 2017 - May 2022 5
Cambridge Investment Research, Inc. Fairfield, IA Oct 2016 - May 2022 5
Parkland Securities, LLC Ann Arbor, MI Aug 2014 - Oct 2015 1
Sammons Securities Company Ann Arbor, MI May 2014 - Aug 2014 < 1
Nylife Securities LLC Roseville, CA Jan 2010 - May 2014 4
New York Life Insurance Company Roseville, CA May 2009 - May 2014 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2010
S65 NASAA Investment Advisors Law Examination Mar 2017
Contact Info for David A. Williamson
Phone Number: (408) 261-2275
Registered State(s):
  • CA
Current Firm Details
Equity Advisors, LLC
Firm's CRD Number: 300031
By the Numbers
  • Total Assets Under Management
    19
    MILLIONS
  • Total Number of Accounts
    48
    ACCOUNTS
  • Average Account Value
    $390,388
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

CA, MO, NC, NJ, NV, PA

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.