Todd C. Williams

WPWEALTH LLP

FORT WORTH, TX 76102

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CRD#: 5509257

Professional summary

Todd C Williams, CFP®, who also goes by Todd Christopher Williams, Todd Williams, is a registered financial advisor currently at WPWEALTH LLP located in Fort Worth, Texas.

Todd is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Todd has worked at 7 firms and has passed the Series 63, Series 65, SIE and Series 7 exams.

At a Glance

Always Fiduciary

Aliases

Todd Christopher Williams | Todd Williams

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.

FORT WORTH STOCK SHOW SYNDICATE POSITION: Member NATURE: This is a 501c3 and we raise money for kids scholarships who show steer. INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2020 ADDRESS: PO Box 17005, Fort Worth TX 76102, United States DESCRIPTION: Im just a member of the group and we raise money for kids who show animals.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Todd C 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®

CFP^®

Certified Financial Planner

Start date: 2015

Experience

Current

September 23, 2026 - Present

WPWEALTH LLP

Office #1: 640 Taylor Street, Suite 2200 Suite 2200, Fort Worth, TX 76102

RIA

CRD#: 145467

FORT WORTH, TX

Past

May 2, 2024 - April 2, 2026

OSAIC WEALTH, INC.

RIA

CRD#: 23131

FORT WORTH, TX

Past

September 1, 2023 - April 2, 2026

OSAIC WEALTH, INC.

CRD#: 23131

FORT WORTH, TX

Past

October 5, 2018 - September 1, 2023

OSAIC SERVICES, INC.

CRD#: 133763

FORT WORTH, TX

Past

July 3, 2013 - August 6, 2014

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

HOUSTON, TX

Past

July 3, 2013 - August 6, 2014

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

HOUSTON, TX

Past

October 1, 2012 - June 18, 2013

J.P. MORGAN SECURITIES LLC

RIA

CRD#: 79

HOUSTON, TX

Past

October 1, 2012 - June 18, 2013

J.P. MORGAN SECURITIES LLC

CRD#: 79

HOUSTON, TX

Past

May 18, 2011 - October 1, 2012

CHASE INVESTMENT SERVICES CORP.

RIA

CRD#: 25574

HOUSTON, TX

Past

August 28, 2008 - October 1, 2012

CHASE INVESTMENT SERVICES CORP.

CRD#: 25574

HOUSTON, TX

Past

April 30, 2008 - July 3, 2008

EQUITABLE ADVISORS, LLC

CRD#: 6627

NEW YORK, NY

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".

WPWEALTH LLP

WHITLEY PENN FINANCIAL, L.L.P. | WPWEALTH, LLP | WPWEALTH LLP | WHITLEY PENN FINANICAL SERVICES, L.L.P.

CRD#: 145467 / SEC#: 801-68528

RIA

Registered Investment Advisory firm - (1/2/2008 Approved)

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
(9/23/2026)

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

What does exam status mean?

State Security Law Exam

Series 63

Status Unavailable

Passed: 11/1/2019

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Status Unavailable

Passed: 5/16/2011

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Status Unavailable

Passed: 11/8/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Status Unavailable

Passed: 4/29/2008

General Securities Representative Examination

Current Firm

WPWEALTH LLP

WHITLEY PENN FINANCIAL, L.L.P. | WPWEALTH, LLP | WPWEALTH LLP | WHITLEY PENN FINANICAL SERVICES, L.L.P.

CRD#: 145467 / SEC#: 801-68528

RIA

Registered Investment Advisory firm - (1/2/2008 Approved)

PREMIUM

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Contact information

Main Address

640 Taylor Street, Suite 2200 Suite 2200, Fort Worth, TX 76102

Mailing Address

Phone number

(817) 259-9100

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART II - 03.30.2026 (6/9/2026)

ADV PART II - 06.01.2026 (6/9/2026)

ADV PART II - 07.27.2024 (3/30/2026)

ADV PART II - 03.31.2025 (3/30/2026)

ADV PART II - 09.18.2025 (3/30/2026)

ADV PART II - 01.13.2026 (3/30/2026)

ADV PART II - 04.05.2024 (3/30/2026)

ADV PART II - 03.25.2024 (3/30/2026)

ADV PART II - 05.21.2025 (3/30/2026)

Regulatory assets under management

Total Number of Accounts	1,622
AUM (Assets Under Management)	$ 1,167,914,964

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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Firm Stability Insights

Todd C. Williams

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Todd C Williams's CRS (Customer Relationship Summary).

Certified licenses

Experience

OSAIC WEALTH, INC.

OSAIC WEALTH, INC.

OSAIC SERVICES, INC.

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

J.P. MORGAN SECURITIES LLC

J.P. MORGAN SECURITIES LLC

CHASE INVESTMENT SERVICES CORP.

CHASE INVESTMENT SERVICES CORP.

EQUITABLE ADVISORS, LLC

Primary Firm SEC Registration

WPWEALTH LLP

State Registrations and Notice Filings

Exams

Series 63

Passed: 11/1/2019

Series 65

Passed: 5/16/2011

SIE

Passed: 11/8/2018

Series 7

Passed: 4/29/2008

Current Firm

WPWEALTH LLP

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

WPWEALTH LLP

TRUST BUT VERIFY

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