Timothy Leland Williamson

Employer firm

Money Concepts Capital Corp CRD 12963

$4.07B regulatory AUM 1,108 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• GENERAL CONSULTING SERVICES

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

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

Current Employers

Employment History

• 09/1999 → 06/2020
  Axa Advisors, Llc
  New York, NY
• 09/1999 → 03/2021
  Equitable Advisors, Llc
  New York, NY
• 03/2021 → Present
  Delta Financial, Llc
  Anderson, SC
• 03/2022 → Present
  Money Concepts Capital Corp.
  Palm Beach Gardens, FL

Previous Registrations

• 2004-05-03 → 2021-03-05
  Equitable Advisors, Llc
  Anderson, SC
  Anderson, SC

Other Businesses

1. Upstate Senior Network, since 1/1/2022. General Member, non-profit, Non-investment related, 1-10% time spent on activity during securities hrs. 2. Anderson County Museum, since 09/01/2021. non-profit, Board Member-Chairman (7/1/2024), work with memberships. Non-investment related, 1-10% time spent on activity during non-securities hrs. 3. Naifa SC, State Board Member since 1/2/2022. non-profit, President. work with memberships.. Non-investment related, 1-10% time spent on activity during securities hrs. 4. WP. Williamson Farm, LLC. , since 8/7/2013. Owner, managing farm activities. Non-investment related, 1-10% time spent on activity during securities hrs. 5. Delta Financial, LLC. since 1/19/2011. investment related, 60% time spent on activity during securities hrs. 6. Sunraffi, LLC, since 1/1/2011, Office Building, Rental Property, Non-investment related, 1-10% time spent on activity during non-securities hrs. 7. Downtown Anderson Today since 1/1/2025, Charity, Director, Non-investment related, 1-10% time spent on activity during non-securities hrs.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-07-02
• S63 Uniform Securities Agent State Law Examination
  1991-01-18

Other Names

• Tim Williamson
• Timothy L Williamson
• Timothy Leland Williamson