Victor T. Williams

GIBSON WEALTH ADVISORS

WHITEHOUSE, TX

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CRD#: 4219425

Professional summary

Victor Trice Williams is a registered financial advisor currently at GIBSON WEALTH ADVISORS, LLC located in Whitehouse, Texas.

Victor is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Victor has worked at 4 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Insurance Agent; Tyler, TX; He may offer products and receive normal and customary commissions as a result of these transactions.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Victor Trice Williams's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

November 15, 2016 - Present

GIBSON WEALTH ADVISORS, LLC

RIA

CRD#: 285077

WHITEHOUSE, TX

Past

August 30, 2002 - November 17, 2016

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

TYLER, TX

Past

August 19, 2002 - July 3, 2006

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

August 19, 2002 - November 17, 2016

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

TYLER, TX

Past

August 22, 2000 - June 28, 2002

EDWARD JONES

CRD#: 250

ST. LOUIS, MO

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

GIBSON WEALTH ADVISORS, LLC

AG LLC | TEXAS PRIVATE TRUST | GIBSON WEALTH ADVISORS, LLC

CRD#: 285077 / SEC#: 801-123644

RIA

Registered Investment Advisory firm - (4/12/2022 Approved)

Texas

Registered Investment Advisory firm - (6/27/2022 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Texas
(11/15/2016)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 8/29/2002

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/24/2000

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 11/17/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/21/2000

General Securities Representative Examination

Current Firm

GIBSON WEALTH ADVISORS, LLC

AG LLC | TEXAS PRIVATE TRUST | GIBSON WEALTH ADVISORS, LLC

CRD#: 285077 / SEC#: 801-123644

RIA

Registered Investment Advisory firm - (4/12/2022 Approved)

Texas

Registered Investment Advisory firm - (6/27/2022 Terminated)

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Contact information

Main Address

Tyler, TX

Mailing Address

6115 New Copeland Road Suite 320, Tyler, TX 75703

Phone number

(214) 347-7475

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A - FIRM BROCHURE (3/18/2025)

Regulatory assets under management

Total Number of Accounts	405
AUM (Assets Under Management)	$ 164,694,957

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Victor T. Williams

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Victor Trice Williams's CRS (Customer Relationship Summary).

Certified licenses

Experience

AMERIPRISE FINANCIAL SERVICES, LLC

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

EDWARD JONES

Primary Firm SEC Registration

GIBSON WEALTH ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 8/29/2002

Series 63

Date: 8/24/2000

SIE

Date: 11/17/2016

Series 7

Date: 8/21/2000

Current Firm

GIBSON WEALTH ADVISORS, LLC

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

GIBSON WEALTH ADVISORS, LLC

TRUST BUT VERIFY

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