Broker Check

Divider

6688 South 3300 West
West Jordan, UT 84084

(801) 963-4141

Client Access

Team

Dave Williams

(801) 963-4141
[email protected]

Education

 

  • Bachelor of Science, BYU
  • Master of Business Administration, USU

 

Affiliations

 

  • BS - Brigham Young University
  • MBA - Utah State University
  • Member: National Society of Accountants
  • Charter Member: Institute of Business,
  • Financial & Estate Planning
  • Member: Financial Planning Association

 

Licenses

Securities
  • Exams: 6, 63, 65, 7
  • States: AZ, CA, CO, ID, MN, MT, NY, OR, TN, TX, UT
Insurance
  • License: A&H, Life, Variable
  • States: UT
Advisory
  • License: Investment Advisor Representative
  • States: AZ, CA, CO, IA, ID, MT, OR, TN, TX, UT