Dallen Wade Williams
Investment adviser representative at Larson Williams Wealth Advisors, LLC
15 yearsExperience
3 statesRegistered in
$140MFirm assets
Under 1 yearFirm 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
Experience
15 years in the industry.
- Larson Williams Wealth Advisors, LLCAug 2020 to now
- Self EmployedJan 2011 to now
- Dfpg Investments, IncFeb 2019 to May 2023
- Townsquare Capital, LLCMar 2018 to Oct 2021
- Allegis Investment ServicesOct 2016 to Feb 2019
- Allegis Investment AdvisorsOct 2016 to Apr 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
- Series 65 · Uniform Investment Adviser Law2015
State registrations
Registered as an investment adviser representative in 3 states (NV, TX, UT).
Larson Williams Wealth Advisors, LLC
$140MAssets managed
537Clients
2Advisers
Under 1 yearIn 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
- 6173863
- Firm CRD
- 311414