Gavin Paul Walter
Investment adviser representative at Williams Asset Management
10 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
10 years in the industry.
- Commonwealth Financial NetworkApr 2025 to now
- Williams Asset ManagementApr 2024 to now
- University of Maryland College ParkAug 2020 to Feb 2024
- Hereford High SchoolSep 2016 to Jun 2020
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
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
- 7746688
- Firm CRD
- 338196