Valerie Williams has been an investment adviser representative at Sincerus Advisory since March 2022, and is not listed among the firm’s executive officers or direct owners.
Sincerus Advisory, LLC is a firm with $222M under management, 169 clients and 3 advisers across 5 offices, as of its March 2026 filing.
Valerie Williams is a Financial Planning Specialist at Sincerus Advisory. Before joining the firm, she was an investment advisor at Capital Investment Advisory. She has over 20 years of experience in the financial services industry working with individuals, nonprofits and corporations. She serves as VP and Membership Director on the Board of the Business Women of Fayette & Coweta, a nonprofit organization based in Georgia.
Valerie Williams’ longest registration is the current one, 4 years at Sincerus Advisory since 2022. Before joining Sincerus Advisory in 2022, Valerie Williams was registered through Capital Investment Advisory Services, LLC.
- Sincerus AdvisoryCurrent– present · 4 yearsFayetteville, GA · Adviser representative · Firm CRD 300559
- Capital Investment Advisory Services, LLC– · 2 yearsFayetteville, GA · Adviser representative · Firm CRD 149124
Professional designations
Listed by Sincerus Advisory
- CFP®
Investment adviser representative registrations
Valerie Williams is registered as an investment adviser representative in 2 states. The first approvals date from March 2022; the most recent is New York, in April 2022.
- GeorgiaSince 22 March 2022
- New YorkSince 6 April 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 6 January 2020 |
| Series 63 | Uniform Securities Agent State Law Examination | 31 January 2019 |
| Series 7TO | General Securities Representative Examination | 8 January 2019 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 24 | General Securities Principal Examination | 21 June 1999 |
| Series 7 | General Securities Representative Examination | 21 December 1998 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Principal Examination
- Name
- General Securities Representative Examination
- Full name
- Valerie Gayle Williams
- CRD
- 3130308
- Firm
- Sincerus Advisory · CRD 300559
- Office
- Fayetteville, GA
- Registration
- Investment adviser registration
- In the industry since
- November 2001
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- sincerusadv.com
Where does Valerie Williams work?
Valerie Williams is an investment adviser representative registered through Sincerus Advisory, LLC since March 2022, and is not listed among the firm’s executive officers or direct owners.
Is Valerie Williams a financial advisor?
Yes. Valerie Williams has a current investment-adviser registration in Georgia and New York, through Sincerus Advisory since March 2022.
How many years of experience does Valerie Williams have?
Valerie Williams has 24 years in the financial industry, since November 2001, across 2 adviser firms.
What exams has Valerie Williams passed?
Valerie Williams has passed 5 licensing exams: the Series 7, Series 24, Series 7TO, Series 63 and Series 65. The earliest, the Series 7, was passed in December 1998. FINRA credited Valerie Williams with the SIE, which began in October 2018.
Where did Valerie Williams work before Sincerus Advisory?
Before Sincerus Advisory, Valerie Williams was registered through Capital Investment Advisory Services, LLC, January 2020 to January 2022.
Where is Valerie Williams based?
Valerie Williams’ registered office is in Fayetteville, GA.
Is Valerie Williams registered with FINRA?
No. Valerie Williams has no current broker registration.
Is Valerie Williams a CFP?
Sincerus Advisory lists Valerie Williams with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
How can I verify Valerie Williams’ record?
Search CRD 3130308 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Valerie Williams’ full registration record.
