Unclaimed Profile

David Leslie Williams

MULTNOMAH GROUP, INC.·PORTLAND, Oregon

Series 6, Series 66Clean record8 years registeredMULTNOMAH GROUP, INC.

1155 SW MORRISON STREET, PORTLAND, OR 97205CRD# 4029605Firm CRD# 132131

Profile Verification

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

Identity

David Leslie Williams · PORTLAND, OR

Registration

CRD #4029605 · MULTNOMAH GROUP, INC. · 8 years registered

Brand Profile

Not yet started

Career History

MULTNOMAH GROUP, INC.

Mar 2018 – present

Registrations & Exams

FINRA examinations passed

Series 6

Series 66

Registration record

First registered · March 10, 2018

Years registered · 8

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MULTNOMAH GROUP, INC.

CRD 132131 · SEC 801-64554

AUM

$1.3B

Regulatory assets under management

Employees

315 client accounts

Services offered by MULTNOMAH GROUP, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at MULTNOMAH GROUP, INC. →

Introduction

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Frequently Asked Questions

What services does David Leslie Williams offer?

David Leslie Williams specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PORTLAND, Oregon for a consultation.

What are David Leslie Williams's credentials?

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

Where is David Leslie Williams located?

David Leslie Williams is based in PORTLAND, Oregon, working with MULTNOMAH GROUP, INC.. Their office serves clients in the PORTLAND metropolitan area and surrounding communities.

How does David Leslie Williams charge for services?

David Leslie 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 MULTNOMAH GROUP, INC.?

MULTNOMAH GROUP, INC. has approximately 23 employees and manages $1.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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