Unclaimed Profile

Curtis Wayne Williams

GAVION, LLC·MEMPHIS, Tennessee

Series 65Clean record13 years registeredGAVION, LLC

6000 POPLAR AVENUE, MEMPHIS, TN 38119CRD# 6064672Firm CRD# 167807

Profile Verification

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

Identity

Curtis Wayne Williams · MEMPHIS, TN

Registration

CRD #6064672 · GAVION, LLC · 13 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: GAVION, LLC

CBIZ INVESTMENT ADVISORY SERVICES, LLC

Jul 2019 – Apr 2021

Memphis, TN

GAVION, LLC

Oct 2013 – Dec 2019

MEMPHIS, TN

CONSULTING SERVICES GROUP, LLC

Aug 2012 – Sep 2013

MEMPHIS, TN

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · August 22, 2012

Years registered · 13

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

GAVION, LLC

CRD 167807 · SEC 801-78065

AUM

$218M

Regulatory assets under management

Employees

13 client accounts

Services offered by GAVION, LLC

Per Form ADV

Pension consulting

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Pension & Retirement Plans

View all advisors at GAVION, LLC →

Introduction

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Frequently Asked Questions

What services does Curtis Wayne Williams offer?

Curtis Wayne Williams specializes in Retirement Planning.

What are Curtis Wayne Williams's credentials?

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

Where is Curtis Wayne Williams located?

Curtis Wayne Williams is based in MEMPHIS, Tennessee, last registered with GAVION, LLC.

How does Curtis Wayne Williams charge for services?

Curtis Wayne Williams's firm is compensated through percentage of aum, subscription fees, other: a percentage of assets under advisement. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is GAVION, LLC?

GAVION, LLC has approximately 12 employees and manages $218M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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