Timothy Joel Williams
Investment adviser representative at Richards Merrill Wealth Management
14 yearsExperience
1 stateRegistered in
$643.6MFirm assets
8 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
14 years in the industry.
- Richards Merrill Wealth ManagementOct 2025 to now
- Washington Trust BankSep 2019 to Oct 2025
- Umpqua BankOct 2012 to Sep 2019
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (WA).
Richards Merrill Wealth Management
Legal name: Richards, Merrill & Peterson, Inc.
$643.6MAssets managed
1,277Clients
9Advisers
8 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
- 8173369
- Firm CRD
- 713