Richard Gray Williams
Investment adviser representative at Cetera Investment Advisers LLC
29 yearsExperience
1 stateRegistered in
$256.8BFirm assets
42 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 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
- Seminars and workshops
Experience
29 years in the industry.
- Cetera Investment Advisers LLCSep 2025 to now
- Bingham Nsc Investors LLCJul 2008 to now
- Polk and Associates, PlcFeb 1998 to now
- Manchester Woods Associates LLCMar 1997 to now
- Psw Investments, LLCJan 1997 to now
- Avantax Advisory ServicesFeb 2022 to Sep 2025
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (MI).
Cetera Investment Advisers LLC
$256.8BAssets managed
813,961Clients
10,109Advisers
42 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
- 7453453
- Firm CRD
- 105644