Graham Patrick Williams
Investment adviser representative at Optimist Retirement Group, LLC
24 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$245.3MFirm 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 assetsCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
24 years in the industry.
- M. S. Howells & Co.Dec 2018 to now
- Optimist Retirement Group, LLCMay 2005 to now
- Williams PalmerFeb 2002 to now
- Cetera Advisors LLCJan 2013 to Dec 2018
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law1995
- Series 63 · Uniform Securities Agent State Law1995
State registrations
Registered as an investment adviser representative in 3 states (AZ, TX, WA).
Optimist Retirement Group, LLC
$245.3MAssets managed
119Clients
2Advisers
7 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
- 2601211
- Firm CRD
- 119086