Elise Williams has been an investment adviser representative at Baring Financial since December 2022, and is not listed among the firm’s executive officers or direct owners.
Baring Financial LLC is a Bellingham, WA firm with $210M under management, 483 clients and 2 advisers in one office, as of its February 2026 filing.
- Baring Financial LLCCurrent– present · 3 yearsBellingham, WA · Adviser representative · Firm CRD 173761
Investment adviser representative registrations
Elise Williams is registered as an investment adviser representative in Washington, since December 2022.
- WashingtonSince 15 December 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 15 December 2022 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Elise Makana Fontanilla Williams
- CRD
- 7489699
- Firm
- Baring Financial · CRD 173761
- Office
- 1310 10TH ST, SUITE 101, Bellingham, WA 98225
- Registration
- Investment adviser registration
- In the industry since
- December 2022
- Disciplinary history
- Not yet shown here · SEC record
Where does Elise Williams work?
Elise Williams is an investment adviser representative registered through Baring Financial LLC since December 2022, and is not listed among the firm’s executive officers or direct owners.
Is Elise Williams a financial advisor?
Yes. Elise Williams has a current investment-adviser registration in Washington, through Baring Financial since December 2022.
How many years of experience does Elise Williams have?
Elise Williams has 3 years in the financial industry, since December 2022, across 1 adviser firm.
What exams has Elise Williams passed?
Elise Williams passed the Series 65 in December 2022.
Where is Elise Williams based?
Elise Williams’ registered office is in Bellingham, WA.
Is Elise Williams registered with FINRA?
No. Elise Williams has no current broker registration.
How can I verify Elise Williams’ record?
Search CRD 7489699 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Elise Williams’ full registration record.