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David Alan Williamson

Equity Advisors, LLC

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About David Alan Williamson

David Williamson is an investment advisor representative with Equity Advisors, LLC. David has over 12 years of experience in the financial services industry and is registered with the state of California. David holds the Series 6, 7, 63, and 65 licenses, as well as the SIE designation. David specializes in portfolio management for individuals and selection of other advisors.

Firm Information

David Williamson is currently registered with Equity Advisors, LLC. Equity Advisors, LLC is an investment advisor with 5 licensed agents and 5 investment adviser representatives. They manage approximately $18.7 million in regulatory assets under management for 48 individual clients. The firm offers portfolio management for individuals and provides consulting services.

$18.74M

Assets Under Management

Not reported

Total Clients

6

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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consulting services

Consulting services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Referral fees

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David Williamson’s Registration & Firm History

NV

05/17/2022 - Present

Equity Advisors, LLC (ZEPHER COVE NV)

CA

10/19/2016 - 06/13/2022

CAMBRIDGE INVESTMENT RESEARCH, INC. (El Dorado Hills CA)

CA

05/01/2014 - 11/09/2015

PARKLAND SECURITIES, LLC (El Dorado Hills CA)

CA

03/08/2010 - 05/09/2014

NYLIFE SECURITIES LLC (ROSEVILLE CA)

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Licenses & Designations

IA

Issued 03/20/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/16/2010

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/03/2018

Series 7 - General Securities Representative Examination

BC

Issued 03/04/2010

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for David Alan Williamson.
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