Valerie G. Williams
Professional summary
Valerie Gayle Williams, who also goes by Hord, Val Williams, is a registered financial advisor currently at SINCERUS ADVISORY located in Fayetteville, Georgia.
Valerie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Valerie has worked at 7 firms and has passed the Series 65, Series 63, Series 7TO, SIE, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Valerie Gayle Williams's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 22, 2022 - Present
SINCERUS ADVISORY
January 9, 2020 - January 31, 2022
CAPITAL INVESTMENT ADVISORY SERVICES, LLC
May 21, 2019 - January 31, 2022
CAPITAL INVESTMENT GROUP, INC.
January 8, 2019 - May 22, 2019
MWA FINANCIAL SERVICES INC.
April 25, 2006 - June 15, 2016
TRUIST SECURITIES, INC.
February 25, 2000 - April 24, 2006
TRUIST INVESTMENT SERVICES, INC.
October 23, 1999 - March 7, 2000
TD AMERITRADE, INC.
December 23, 1998 - August 23, 1999
TRUIST INVESTMENT SERVICES, INC.
Primary Firm SEC Registration
SINCERUS ADVISORY
CRD#: 300559 / SEC#: 801-119083
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(3/22/2022)
(4/6/2022)
Exams
Series 7TO
Date: 1/8/2019
General Securities Representative ExaminationCurrent Firm
SINCERUS ADVISORY
CRD#: 300559 / SEC#: 801-119083
Contact information
SEC notice filing (6 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 562 |
| AUM (Assets Under Management) | $ 180,135,846 |
Red Flags
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