Duncan Shawn Mccall
Investment adviser representative at Williams Asset Management
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$661.1MFirm 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
12 years in the industry.
- Williams Asset ManagementAug 2022 to now
- Commonwealth Financial NetworkAug 2022 to Oct 2024
- N/aMay 2022 to Aug 2022
- Strategic Wealth Management Group Ltd.Jun 2021 to Aug 2021
- Pennsylvania State UniversityAug 2018 to May 2022
- Valley Brook Country ClubMay 2017 to Jul 2021
- Southpointe Management LLCApr 2015 to Aug 2018
- Peters Township School DistrictAug 2014 to Jun 2018
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (MD).
Williams Asset Management
Legal name: Williams & Associates, Inc.
$661.1MAssets managed
433Clients
6Advisers
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
- 7269250
- Firm CRD
- 338196