David Robert Williams
Investment adviser representative at Wms Advisors, LLC
27 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$280.9MFirm 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 assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
27 years in the industry.
- Twg - Advisor Grp, Inc.Jan 2022 to now
- Wms Advisors, LLCAug 1999 to now
- Grove Point Advisors, LLCApr 2021 to Dec 2024
- Grove Point Investments, LLC.Nov 2003 to Dec 2024
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law1993
- Series 63 · Uniform Securities Agent State Law1993
State registrations
Registered as an investment adviser representative in 3 states (FL, MD, TX).
Wms Advisors, LLC
$280.9MAssets managed
131Clients
6Advisers
9 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
- 2373815
- Firm CRD
- 122224