Daryl Ann Spirka
Investment adviser representative at Williams Financial, LLC
24 yearsExperience
4 statesRegistered in
CFP® certificationDesignation
$209.9MFirm 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
24 years in the industry.
- Williams Financial, LLCFeb 2015 to now
- Williams Financial ManagementJan 2015 to now
- Daryl Spirka, CpaSep 2002 to now
- Lonergan and Thomas Ins.May 2005 to Dec 2021
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2000
State registrations
Registered as an investment adviser representative in 4 states (MA, NY, TX, VT).
Williams Financial, LLC
$209.9MAssets managed
267Clients
4Advisers
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
- 4006179
- Firm CRD
- 137038