Unclaimed Profile

Mark Thomas Williams

INVESTRUST CONSULTING, LLC·OKLAHOMA CITY, Oklahoma

Series 7, Series 63, Series 66Clean record21 years registeredINVESTRUST CONSULTING, LLC

5100 N CLASSEN BOULEVARD, OKLAHOMA CITY, OK 73118CRD# 4658023Firm CRD# 108037

Profile Verification

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

Identity

Mark Thomas Williams · OKLAHOMA CITY, OK

Registration

CRD #4658023 · INVESTRUST CONSULTING, LLC · 21 years registered

Brand Profile

Not yet started

Career History

INVESTRUST CONSULTING, LLC

Mar 2013 – present

UBS FINANCIAL SERVICES INC.

Aug 2006 – Jun 2007

WEST DES MOINES, IA

PIPER JAFFRAY & CO.

Jul 2005 – Aug 2006

WEST DES MOINES, IA

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 66

Registration record

First registered · July 11, 2005

Years registered · 21

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

INVESTRUST CONSULTING, LLC

CRD 108037 · SEC 801-55942

AUM

$563M

Regulatory assets under management

Employees

11 client accounts

Services offered by INVESTRUST CONSULTING, LLC

Per Form ADV

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Market timing services

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Nonprofits & Foundations

View all advisors at INVESTRUST CONSULTING, LLC →

Introduction

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Frequently Asked Questions

What services does Mark Thomas Williams offer?

Mark Thomas Williams specializes in Wealth Management. Contact their office in OKLAHOMA CITY, Oklahoma for a consultation.

What are Mark Thomas Williams's credentials?

Mark Thomas Williams is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Mark Thomas Williams located?

Mark Thomas Williams is based in OKLAHOMA CITY, Oklahoma, working with INVESTRUST CONSULTING, LLC. Their office serves clients in the OKLAHOMA CITY metropolitan area and surrounding communities.

How does Mark Thomas Williams charge for services?

Mark Thomas Williams's firm is compensated through percentage of aum, hourly charges, subscription fees, other: percentage of assets under advisement-consulting. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is INVESTRUST CONSULTING, LLC?

INVESTRUST CONSULTING, LLC has approximately 9 employees and manages $563M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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