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David Leslie Williams

Multnomah Group, Inc.

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About David Leslie Williams

David Leslie Williams is a financial advisor currently registered with Multnomah Group, Inc. in Port Orchard, WA. David has been in the industry since 2000 and is licensed in Washington. David has experience with a variety of client types, including individuals, corporations, charitable organizations, and pension plans. David provides a variety of services, including financial planning, portfolio management, pension consulting, and educational seminars. David is also a Chartered Financial Analyst (CFA).

Firm Information

David Williams is currently registered with Multnomah Group, Inc.. Multnomah Group, Inc. is a Portland, OR-based investment advisory firm with over $1.3 billion in regulatory assets under management. They provide financial planning, pension consulting, and portfolio management for individuals, corporations, and pension and profit-sharing plans. They also conduct educational seminars and offer selection of other advisors. The firm has been in business for 13 years and has 13 investment advisor representatives.
Multnomah Group, Inc.

1155 SW MORRISON STREET

PORTLAND, OR 97205

$1.31B

Assets Under Management

141

Total Clients

14

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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 businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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David Williams’s Registration & Firm History

WA

03/10/2018 - Present

Multnomah Group, Inc. (Port Orchard WA)

NY

06/16/2003 - 12/04/2003

MMC SECURITIES CORP. (NEW YORK NY)

IL

06/20/2000 - 06/16/2003

MERCER SECURITIES, INC. (CHICAGO IL)

CA

01/21/2000 - 06/26/2000

IRM DISTRIBUTORS, INC. (CARPINTERIA CA)

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Licenses & Designations

BOTH

Issued 12/11/1999

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/20/2000

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for David Leslie Williams.
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