David Alan Williamson

Employer firm

Equity Advisors, LLC CRD 300031

$35.8M regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Selection of other advisers
• 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

• 10/2016 → 05/2022
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 05/2014 → Present
  Foothills Regional Insurance & Financial Solutions
  El Dorado Hills, CA
• 03/2017 → 05/2022
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA
• 05/2022 → Present
  Equity Advisors
  El Dorado Hills, CA

Previous Registrations

• 2017-03-21 → 2022-06-13
  Cambridge Investment Research Advisors, Inc.
  El Dorado Hills, CA

Other Businesses

1.FOOTHILLS REGIONAL INSURANCE & FINANCIAL SOLUTIONS, 1104 BEVINGER DR, EL DORADO HILLS, CA, 5/01/2014 OWNER/PARTNER OF A BUSINESS ENTITY, TAX DEFERRAL CONSULTANT, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. SELLING LEGALSHIELD & IDSHIELD SERVICES. 15 HR/MO - 2/TRADING. 2. EL DORADO HILLS, CHAMBER OF COMMERCE, 2085 VINE STREET, STE 105, EL DORADO HILLS, CA, BOARD MEMBER OF A NON-PUBLIC ENTITY, 01/01/20, NIR, 2/MO- 0/TRADING 2.BUSINESS & COMMUNITY POLITICAL ACTION COMMITTEE, EL DORADO HILLS, CA, 11/2013 AS BOARD MEMBER. NIR - 5 HR/MO - 0/TRADING. 3.CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL - 15/WK - 10/TRADING. SEE EMPLOYMENT HISTORY FOR START DATE. 4.MARSHALL FOUNDATION FOR COMMUNITY HEALTH, 1124 SHERMAN ST, PLACERVILLE, CA, 1/2018 AS TRUSTEE - SUPPORTING MARSHALL MEDICAL CENTER AND COMMUNITY HEALTH PROGRAMS. NIR - 16/YR - 0/TRADING.

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-03-20
• S63 Uniform Securities Agent State Law Examination
  2010-04-16

Other Names

• Dave Williamson
• David A Williamson