Donna Williams (CRD# 6514951) is an Investment Advisor Representative working at Waverley Wealth Management LLC in Mountain View, CA and has over 8 years of experience in the finance industry.
CRD# 4586809
Cetera Investment Advisers LLC
CRD# 1997502
Ameriprise Financial Services, LLC
CRD# 4417606
Bailard, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Waverley Wealth Management | Mountain View, CA | Nov 2013 - Current | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Oct 2015 |
- CA
-
Total Assets Under Management122MILLIONS
-
Total Number of Accounts339ACCOUNTS
-
Average Account Value$359,179
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA
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