Roderick Scott Williams
Investment adviser representative at Hmv Wealth Advisors, LLC
17 yearsExperience
2 statesRegistered in
$567.4MFirm assets
3 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
17 years in the industry.
- Hmv Wealth Advisors, LLCJul 2018 to now
- Heard, Mcelroy, & Vestal LLCOct 2015 to now
- Pfs Investments Inc.Oct 2009 to Jul 2018
- Primerica Financial ServicesFeb 2009 to Jul 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 2 states (LA, TX).
Hmv Wealth Advisors, LLC
$567.4MAssets managed
138Clients
3Advisers
3 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
- 5706445
- Firm CRD
- 297747