Chad Spencer Williams

Employer firm

Wealthcare Advisory Partners LLC CRD 171976

$8.29B regulatory AUM

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 08/2004 → 02/2018
  Invest Financial Corporation
  Tampa, FL
• 02/2018 → Present
  Lpl Financial Llc
  Marietta, GA
• 07/2022 → Present
  Wealthcare Advisory Partners Llc
  Marietta, GA

Previous Registrations

• 2006-11-20 → 2018-02-14
  Invest Financial Corporation
  Smyrna, GA
  Marietta, GA
  Marietta, GA
  Marietta, GA
  Appleton, WI

Other Businesses

1. 10/30/2017 - GBW LLC. - Family Business - 448 HURT RD SW - Not Inv rel - Start date - 05/16/11 - 10Hrs/mnth 2. 10/30/2017 - Not Investment Related - 1979 JUDY CIRCLE - Real Estate Rental - LANDLORD - Start Date 5/1/2015. 3. 10/30/2017 - Not Investment Related - 3558 LAKESHORE DRIVE - Real Estate Rental - LANDLORD - Start Date 5/1/2015. 4. 7/23/2018 - Humana - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Insurance Agent - Start Date: 03/01/2018 - 1 Hour Per Month/1 Hour During Securities Trading. 5. 12/3/2018 - CSW Ventures, LLC DBA The Farm at Silver Creek - Not Investment Related - 6605 Rockmart Road Silver Creek, GA 30173 & Home Based - Outside/W-2 Employment - Started 11/01/2018 - 15 Hours Per Month/5 Hours During Securities Trading - Owner of venue that will host weddings and other social events (company retreats, photoshoots, family reunions). 6. 10/26/2021 - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Start Date: 10/29/2021 - 4 Hours Per Month/4 Hours During Securities Trading. 7. 07/20/2022 - CSW Finance - Investment Related - Home Based - Business Entity For Tax/Investment Purposes Only - Start Date - 07/27/2022 - 2 Hours Per Month/2 Hours During Securities Trading. 8. 08/03/2022 - Wealth Care Advisory Partners LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR-Start Date - 07/01/2022 - 160 Hours Per Month/6 Hours During Securities Trading - provide investment advisory services through Wealth Care Advisory Partners LLC, an independent investment advisor firm. I started this business activity in 08/2022. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 9. 08/03/2022 - 08/03/2022 - Wealth Care Advisory Partners LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR-Start Date - 08/01/2022 - 160 Hours Per Month/6 Hours During Securities Trading - I provide investment advisory services through WealthCare Advisory Partners LLC, an independent investment advisor firm. I started this business activity in 07/2022. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 10. 08/16/2022 - Owenby Jones Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 08/11/2022 - 160 Hours Per Month/6 Hours During Securities Trading. 11. 02/10/2025- Vibe Insurance- Non-Variable Insurance- INV Related- At Reported Business Location(s)- Start date 02/10/2025- 5 Hours Per Month- 5 Hours During Trading 12. 02/27/2025 - Simplicity Group - Non-Variable Insurance - INV Related- At Reported Business Location(s)- Start date 08/19/2024 - 5 Hours Per Month- 5 Hours During Trading 13. 07/30/2025 - Advisors Network - Non-Variable Insurance - INV Related- At Reported Business Location(s)- Start date 07/29/2025 - 5 Hours Per Month- 5 Hours During Trading

Exams

• S66 Uniform Combined State Law Examination
  2006-11-14