Joshua Williams

Employer firm

United Capital Financial Advisors CRD 134600

$24.6B regulatory AUM 160 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 01/2017 → 01/2026
  United Capital Financial Advisors Llc
  Irving, TX
• 01/2016 → 12/2016
  Unemployed
  Winchester, VA
• 01/2026 → Present
  United Capital Financial Advisors Llc
  Irving, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-06-18

Designations

• Certified Financial Planner

Other Names

• Joshua Williams
• Joshua Michael Williams
• Josh Williams