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DW

David A. Williamson

EQUITY ADVISORS
El Dorado Hills, CA
Some features on this profile are disabled
CRD#: 5668115
DW

Professional summary

David Alan Williamson, who also goes by Dave Williamson, David A Williamson, is a registered financial advisor currently at EQUITY ADVISORS, LLC located in El Dorado Hills, California.

David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. David has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Dave Williamson | David A Williamson

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.
1.FOOTHILLS REGIONAL INSURANCE & FINANCIAL SOLUTIONS, 1104 BEVINGER DR, EL DORADO HILLS, CA, 5/01/2014 OWNER/PARTNER OF A BUSINESS ENTITY, TAX DEFERRAL CONSULTANT, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. SELLING LEGALSHIELD & IDSHIELD SERVICES. 15 HR/MO - 2/TRADING. 2. EL DORADO HILLS, CHAMBER OF COMMERCE, 2085 VINE STREET, STE 105, EL DORADO HILLS, CA, BOARD MEMBER OF A NON-PUBLIC ENTITY, 01/01/20, NIR, 2/MO- 0/TRADING 2.BUSINESS & COMMUNITY POLITICAL ACTION COMMITTEE, EL DORADO HILLS, CA, 11/2013 AS BOARD MEMBER. NIR - 5 HR/MO - 0/TRADING. 3.CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL - 15/WK - 10/TRADING. SEE EMPLOYMENT HISTORY FOR START DATE. 4.MARSHALL FOUNDATION FOR COMMUNITY HEALTH, 1124 SHERMAN ST, PLACERVILLE, CA, 1/2018 AS TRUSTEE - SUPPORTING MARSHALL MEDICAL CENTER AND COMMUNITY HEALTH PROGRAMS. NIR - 16/YR - 0/TRADING.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Alan Williamson's 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

May 17, 2022 - Present

EQUITY ADVISORS, LLC

RIA
CRD#: 300031
El Dorado Hills, CA
Past

March 21, 2017 - June 13, 2022

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

RIA
CRD#: 134139
El Dorado Hills, CA
Past

October 19, 2016 - June 13, 2022

CAMBRIDGE INVESTMENT RESEARCH, INC.

BD
CRD#: 39543
El Dorado Hills, CA
Past

May 1, 2014 - November 9, 2015

PARKLAND SECURITIES, LLC

BD
CRD#: 115368
El Dorado Hills, CA
Past

March 8, 2010 - May 9, 2014

NYLIFE SECURITIES LLC

BD
CRD#: 5167
ROSEVILLE, CA

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
California
(5/17/2022)

Exams

State Security Law Exam
IAR
Series 65
Date: 3/20/2017
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 4/16/2010
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 4/3/2018
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 3/4/2010
Investment Company Products/Variable Contracts Representative Examination

Current Firm

EA
EQUITY ADVISORS, LLC
EQUITY ADVISORS, LLC | SHOCKWAVE ADVISORS | LIFELONG RETIREMENT CORP

CRD#: 300031 / SEC#:

California
Registered Investment Advisory firm - (2/8/2019 Approved)
Florida
Registered Investment Advisory firm - (3/5/2025 Approved)
Missouri
Registered Investment Advisory firm - (8/8/2019 Approved)
Nevada
Registered Investment Advisory firm - (6/18/2020 Approved)
New Jersey
Registered Investment Advisory firm - (5/22/2020 Approved)
North Carolina
Registered Investment Advisory firm - (11/6/2019 Approved)
Pennsylvania
Registered Investment Advisory firm - (11/2/2023 Approved)
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Contact information

Main Address
Zepher Cove, NV
Mailing Address
Phone number
(408) 261-2275
Established
Firm type
Fiscal year end
# of Employees
5

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts178
AUM (Assets Under Management)$ 34,248,743

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.

Company Information

EQUITY ADVISORS, LLC

CRD#: 300031El Dorado Hills, CA

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