Marsha Lynn Williams

Employer firm

Independent Financial Group, LLC CRD 7717

$12.9B regulatory AUM 301 advisory clients

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

• 11/2013 → 03/2024
  D.A. Davidson & Co.
  Los Angeles, CA
• 03/2024 → Present
  Independent Financial Group, Llc
  Pasadena, CA

Previous Registrations

• 2013-11-25 → 2024-03-25
  D.A. Davidson & Co.
  Great Falls, MT
  Los Angeles, CA
  Los Angeles, CA
• 2013-11-04 → 2013-11-25
  Crowell Weedon & Co.
  Los Angeles, CA
• 2007-01-25 → 2013-11-04
  Crowell, Weedon & Co.
  Los Angeles, CA
  Los Angeles, CA

Exams

• S66 Uniform Combined State Law Examination
  2003-05-14