Valerie Gayle Williams
Investment adviser representative at Sincerus Advisory
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$222MFirm 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Sincerus Advisory LLCFeb 2022 to now
- Capital Investment Group, Inc.May 2019 to Jan 2022
- Mwa Financial Services IncDec 2018 to May 2019
- Mddern Woodmen of AmericaNov 2018 to May 2019
- The Websuasion GroupJun 2016 to Sep 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 2 states (GA, NY).
Sincerus Advisory
Legal name: Sincerus Advisory, LLC
$222MAssets managed
169Clients
3Advisers
6 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
- 3130308
- Firm CRD
- 300559