Mark Thomas Williams
Investment adviser representative at Investrust Consulting, LLC
14 yearsExperience
2 statesRegistered in
CFADesignation
$588.2MFirm 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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
14 years in the industry.
- Investrust Consulting, LLCMar 2013 to now
- Asset Services CompanyNov 2012 to now
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2003
- Series 66 · Uniform Combined State Law2005
State registrations
Registered as an investment adviser representative in 2 states (OK, TX).
Investrust Consulting, LLC
$588.2MAssets managed
8Clients
7Advisers
27 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
- 4658023
- Firm CRD
- 108037