Robert Williams has been an investment adviser representative at Peak American Investment Advisors since August 2020, and is not listed among the firm’s executive officers or direct owners.
Peak American Investment Advisors, Inc. is a Plano, TX firm with $162M under management, 329 clients and 10 advisers in one office, as of its September 2026 filing.
- – present · 6 yearsPlano, TX · Adviser representative · Firm CRD 145056
Investment adviser representative registrations
Robert Williams is registered as an investment adviser representative in Texas, since August 2020.
- TexasSince 3 August 2020
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 18 May 2020 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Robert Scott Williams
- CRD
- 7272897
- Firm
- Peak American Investment Advisors · CRD 145056
- Office
- 2400 DALLAS PARKWAY, STE 100, Plano, TX 75093
- Registration
- Investment adviser registration
- In the industry since
- August 2020
- Disciplinary history
- Not yet shown here · SEC record
Where does Robert Williams work?
Robert Williams is an investment adviser representative registered through Peak American Investment Advisors, Inc. since August 2020, and is not listed among the firm’s executive officers or direct owners.
Is Robert Williams a financial advisor?
Yes. Robert Williams has a current investment-adviser registration in Texas, through Peak American Investment Advisors since August 2020.
How many years of experience does Robert Williams have?
Robert Williams has 6 years in the financial industry, since August 2020, across 1 adviser firm.
What exams has Robert Williams passed?
Robert Williams passed the Series 65 in May 2020.
Where is Robert Williams based?
Robert Williams’ registered office is in Plano, TX.
Is Robert Williams registered with FINRA?
No. Robert Williams has no current broker registration.
How can I verify Robert Williams’ record?
Search CRD 7272897 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Robert Williams’ full registration record.
