Gary Lee Williams
Investment adviser representative at United Advisor Group
23 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.4BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
23 years in the industry.
- United Advisor Group, LLCNov 2023 to now
- Bethesda NorthJan 2003 to now
- Crown Capital Securities, LPOct 2005 to Nov 2023
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1987
State registrations
Registered as an investment adviser representative in 1 state (KY).
United Advisor Group
Legal name: United Advisor Group, LLC
$1.4BAssets managed
6,600Clients
58Advisers
3 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1683965
- Firm CRD
- 324205