Unclaimed Profile

David Nathan Williams

THE PLANNERS NETWORK, INC.·TEMECULA, California

SIE, Series 7, Series 24, Series 63CFP23 years registeredTHE PLANNERS NETWORK, INC.

43418 BUSINESS PARK DR., TEMECULA, CA 92590CRD# 1922731Firm CRD# 108355

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

David Nathan Williams · TEMECULA, CA

Registration

CRD #1922731 · THE PLANNERS NETWORK, INC. · 23 years registered

Brand Profile

Not yet started

Career History

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

May 2024 – present

LPL FINANCIAL LLC

Nov 2017 – May 2024

SANTA ROSA, CA

NATIONAL PLANNING CORPORATION ("NPC OF AMERICA" IN FL & NY)

Jun 2003 – Dec 2017

SANTA ROSA, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Registration record

First registered · June 24, 2003

Years registered · 23

Professional designation · CFP

Disclosure History

2003Customer Dispute·Denied

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

THE PLANNERS NETWORK, INC.

CRD 108355 · SEC 801-60247

AUM

$109M

Regulatory assets under management

Employees

500 client accounts

Services offered by THE PLANNERS NETWORK, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at THE PLANNERS NETWORK, INC. →

Introduction

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Frequently Asked Questions

What services does David Nathan Williams offer?

David Nathan Williams specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in TEMECULA, California for a consultation.

What are David Nathan Williams's credentials?

David Nathan Williams holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is David Nathan Williams located?

David Nathan Williams is based in TEMECULA, California, working with THE PLANNERS NETWORK, INC.. Their office serves clients in the TEMECULA metropolitan area and surrounding communities.

How does David Nathan Williams charge for services?

David Nathan Williams's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is THE PLANNERS NETWORK, INC.?

THE PLANNERS NETWORK, INC. has approximately 11 employees and manages $109M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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