David Charles Williams
Investment adviser representative at Transamerica Financial Advisors, LLC
16 yearsExperience
1 stateRegistered in
$2.1BFirm assets
35 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
16 years in the industry.
- Transamerica Financial Advisors, LLCOct 2025 to now
- WfgiaJun 2025 to now
- W3 Planning and Research LLCJan 2015 to now
- OvtlyrJan 2025 to Jun 2026
- Interim Public ManagementAug 2023 to Jul 2024
- San Juan County, WaNov 2021 to May 2023
- Yavapai County, AzSep 2010 to Sep 2021
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (AZ).
Transamerica Financial Advisors, LLC
$2.1BAssets managed
42,735Clients
1,121Advisers
35 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
- 8166787
- Firm CRD
- 16164