Marshall Williams has been an investment adviser representative at Fellowship Financial Planning since April 2024, and is not listed among the firm’s executive officers or direct owners.
Fellowship Financial Planning, LLC is a Spokane, WA firm with $465M under management, 1,130 clients and 7 advisers across 2 offices, as of its August 2026 filing.
Marshall Williams’ longest registration was 4 years at Financial Advocates Investment Management (2019–2024). Before joining Fellowship Financial Planning in 2024, Marshall Williams was registered through Financial Advocates Investment Management and Financial Management, Inc.
- Financial Advocates Investment Management– · 4 yearsSpokane, WA · Adviser representative · Firm CRD 151298
- Financial Management, Inc.– · 2 yearsSpokane, WA · Adviser representative · Firm CRD 117578
Investment adviser representative registrations
Marshall Williams is registered as an investment adviser representative in 2 states. The first approvals date from April 2024; the most recent is Idaho, in June 2024.
- IdahoSince 12 June 2024
- WashingtonSince 3 April 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 30 August 2017 |
| Series 63 | Uniform Securities Agent State Law Examination | 28 April 2016 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 15 April 2016 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Marshall Kevin Williams
- CRD
- 6609843
- Firm
- Fellowship Financial Planning · CRD 330347
- Registration
- Investment adviser registration
- In the industry since
- August 2016
- Disciplinary history
- Not yet shown here · SEC record
Where does Marshall Williams work?
Marshall Williams is an investment adviser representative registered through Fellowship Financial Planning, LLC since April 2024, and is not listed among the firm’s executive officers or direct owners.
Is Marshall Williams a financial advisor?
Yes. Marshall Williams has a current investment-adviser registration in Idaho and Washington, through Fellowship Financial Planning since April 2024.
How many years of experience does Marshall Williams have?
Marshall Williams has 10 years in the financial industry, since August 2016, across 3 adviser firms.
What exams has Marshall Williams passed?
Marshall Williams has passed 3 licensing exams: the Series 6, Series 63 and Series 65. The earliest, the Series 6, was passed in April 2016. FINRA credited Marshall Williams with the SIE, which began in October 2018.
Where did Marshall Williams work before Fellowship Financial Planning?
Before Fellowship Financial Planning, Marshall Williams was registered through Financial Management, Inc., October 2017 to June 2020.
Is Marshall Williams registered with FINRA?
No. Marshall Williams has no current broker registration.
How can I verify Marshall Williams’ record?
Search CRD 6609843 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Marshall Williams’ full registration record.