Gary David Willson

Employer firm

Equitable Advisors, LLC CRD 6627

$42.5B regulatory AUM 171,648 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/1999 → 06/2020
  Axa Advisors, Llc
  New York, NY
• 12/1999 → Present
  Equitable Advisors, Llc
  New York, NY

Other Businesses

1. BROADWAY BAPTIST CHURCH; 305 West Broadway Fort Worth, TX 76104; DEACON, Member of Finance Committee; Start 7/29/2021; Approximately 2-3 hours/month. 2. Various Outside Insurance/Brokerage Contracts. 3. VARIOUS CHURCHES AND VENUES - ORDAINED MINISTER; Start 4/8/1990; Approximately 1 hour/month.

Exams

• S66 Uniform Combined State Law Examination
  2000-04-04