Mark T. Williams
Professional summary
Mark Thomas Williams, who also goes by Mark Williams, is a registered financial advisor currently at INVESTRUST CONSULTING, LLC located in Oklahoma City, Oklahoma.
Mark is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Mark has worked at 4 firms and has passed the Series 66, Series 63 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Mark Thomas Williams's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 4, 2013 - Present
INVESTRUST CONSULTING, LLC
Office #1: 5100 N Classen Boulevard Suite 620, Oklahoma City, OK 73118August 12, 2006 - June 4, 2007
UBS FINANCIAL SERVICES INC.
August 12, 2006 - June 4, 2007
UBS FINANCIAL SERVICES INC.
July 11, 2005 - August 12, 2006
PIPER SANDLER & CO.
May 31, 2005 - August 12, 2006
PIPER SANDLER & CO.
June 23, 2003 - July 29, 2003
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
Primary Firm SEC Registration
INVESTRUST CONSULTING, LLC
CRD#: 108037 / SEC#: 801-55942
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(3/4/2013)
(3/4/2013)
Exams
Current Firm
INVESTRUST CONSULTING, LLC
CRD#: 108037 / SEC#: 801-55942
Contact information
SEC notice filing (2 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 10 |
| AUM (Assets Under Management) | $ 544,147,253 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/15/2025 | ||
| 10/04/2024 | ||
| 10/04/2024 | ||
| 10/31/2023 | ||
| 11/15/2022 |
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.
