Advisor at Larson Williams Wealth Advisors, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Larson Williams Wealth Advisors, LLC
Location
Cedar City, UT 84721
Credentials
Series 63, Series 65
Industry experience
13 years
Dallen Williams is a financial advisor at Larson Williams Wealth Advisors, LLC in Cedar City, UT, with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including DFPG Investments, TownSquare Capital, Allegis Investment Services, and Penn Mutual Life Insurance. Outside of advisory work, he is active as a real estate agent and president of a real estate holding company. Larson Williams Wealth Advisors provides discretionary portfolio management and investment advice to individuals, charitable organizations, and businesses. The firm manages approximately $140 million in discretionary assets for about 509 clients, using a combination of custom portfolios, model portfolios, and third-party managers, with an investment approach that integrates fundamental, technical, and modern portfolio theory analyses.
Based on Larson Williams Wealth Advisors, LLC
Based on Larson Williams Wealth Advisors, LLC
$0 - $250,000: 2.0% $250,001 - $500,000: 1.75% $500,001 - $1,000,000: 1.50% Over $1,000,000+: 1.25%
Insurance agents earn separate commissions for selling insurance products, in addition to advisory fees.
415 N Main Street, Suite 104
Cedar City, UT 84721
Nevada · Texas · Utah
Larson Williams Wealth Advisors, LLC
2020 - Present (6 years)
Larson Williams Wealth Advisors, LLC
2020 - Present (6 years)
DFPG Investments, INC
2019 - 2023 (4 years)
TownSquare Capital, LLC
2018 - 2021 (3 years)
Allegis Investment Services
2016 - 2019 (3 years)
Allegis Investment Advisors
2016 - 2018 (2 years)
Penn Mutual Life Ins Co
2013 - 2016 (3 years)
Hornor Townsend & Kent Inc
2013 - 2016 (3 years)
SELF EMPLOYED
2011 - Present (15 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 63, Series 65
Cedar City, UT
Heaton Financial, PC
Series 63, Series 65
Cedar City, UT
Larson Williams Wealth Advisors, LLC
Series 63, Series 65
Cedar City, UT
HA Wealth Advisors Inc.
Series 65
Cedar City, UT
HA Wealth Advisors Inc.
Series 66
Cedar City, UT
Geneos Wealth Management, Inc.
Series 63, Series 66
Cedar City, UT
Geneos Wealth Management, Inc.
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