Valerie Gayle Williams

Employer firm

Sincerus Advisory CRD 300559

$222M regulatory AUM 1 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• 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

• 11/2018 → 05/2019
  Mddern Woodmen Of America
  Rock Island, IL
• 12/2018 → 05/2019
  Mwa Financial Services Inc
  Rock Island, IL
• 06/2016 → 09/2018
  The Websuasion Group
  Fayetteville, GA
• 05/2019 → 01/2022
  Capital Investment Group, Inc.
  Raleigh, NC
• 02/2022 → Present
  Sincerus Advisory Llc
  Fayetteville, GA

Previous Registrations

• 2020-01-09 → 2022-01-31
  Capital Investment Advisory Services, Llc
  Raleigh, NC
  Fayetteville, GA

Other Businesses

1. CLIENTLEAP, INC., 260 BONNIE LN, FAYETTEVILLE, GA 30215. OWNER/PRESIDENT. S-CORP ESTABLISHED IN 2016. CREATED To PROVIDE LEAD GENERATION AND SALES CONSULTING SERVICES. NOT INVESTMENT RELATED. O HOURS. CURRENTLY INACTIVE. 2. MUTUAL TRUST LIFE INSURANCE CO. INDEPENDENT AGENT. 1200 JORIE BLVD, OAK BROOK, IL 60523. AGENT FOR LIFE INSURANCE. NOT INVESTMENT RELATED. STARTED 9/2019. 1-2 HRS/WEEK, 0 DURING NORMAL TRADING HRS.

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-01-06
• S63 Uniform Securities Agent State Law Examination
  2019-01-31

Designations

• Certified Financial Planner

Other Names

• Val Williams
• Hord