Tommy Edward Willams
Investment adviser representative at Assetbuilder, Inc.
12 yearsExperience
1 stateRegistered in
$812.7MFirm assets
19 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 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.
- Assetbuilder, Inc.Jun 2024 to now
- Southern Methodist UniversityAug 2023 to May 2024
- Dew Wealth ManagementJun 2022 to Aug 2022
- Office DepotMay 2021 to Aug 2021
- Texas Tech UniversityAug 2019 to May 2023
- CoachSep 2018 to Jul 2019
- Tidal WaveMay 2018 to Jul 2019
- Lafayette High SchoolJul 2014 to May 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (TX).
Assetbuilder, Inc.
$812.7MAssets managed
720Clients
8Advisers
19 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
- 7945221
- Firm CRD
- 142665