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Graham Patrick Williams

OPTIMIST RETIREMENT GROUP, LLC·BELLEVUE, Washington
SIE, Series 4, Series 7, Series 24, Series 31, Series 63, Series 65CFPClean record29 years registeredOPTIMIST RETIREMENT GROUP, LLC
11400 SE 8TH ST., BELLEVUE, WA 98004CRD# 2601211Firm CRD# 119086

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Graham Patrick Williams · BELLEVUE, WA
Registration
CRD #2601211 · OPTIMIST RETIREMENT GROUP, LLC · 29 years registered
Brand Profile
Not yet started
01

Career History

OPTIMIST RETIREMENT GROUP, LLC
May 2005 – present
PACIFIC WEST FINANCIAL CONSULTANT INC
Jan 1997 – Jul 2005
BELLEVUE, WA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 4
Series 7
Series 24
Series 31
Series 63
Series 65
Registration record
First registered · January 23, 1997
Years registered · 29
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
OPTIMIST RETIREMENT GROUP, LLC
CRD 119086 · SEC 801-114109
AUM
$188M
Regulatory assets under management
Employees
2
180 client accounts
Services offered by OPTIMIST RETIREMENT GROUP, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at OPTIMIST RETIREMENT GROUP, LLC →
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05

Frequently Asked Questions

What services does Graham Patrick Williams offer?
Graham Patrick Williams specializes in Financial Planning, Investment Management. Contact their office in BELLEVUE, Washington for a consultation.
What are Graham Patrick Williams's credentials?
Graham Patrick Williams holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Graham Patrick Williams located?
Graham Patrick Williams is based in BELLEVUE, Washington, working with OPTIMIST RETIREMENT GROUP, LLC. Their office serves clients in the BELLEVUE metropolitan area and surrounding communities.
How does Graham Patrick Williams charge for services?
Graham Patrick Williams's firm is compensated through percentage of aum, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is OPTIMIST RETIREMENT GROUP, LLC?
OPTIMIST RETIREMENT GROUP, LLC has approximately 2 employees and manages $188M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at OPTIMIST RETIREMENT GROUP, LLC

Ryan Michael Palmer
BELLEVUE, WA
CFP

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