Shaun Robert Williams is an investment adviser representative (IAR) with state registration records since 2015, appearing at 4 firms. Currently registered with VALEO FINANCIAL ADVISORS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| VALEO FINANCIAL ADVISORS, LLC | 2025-08-25 | present | Yes |
| DESTINATION WEALTH MANAGEMENT | 2025-02-10 | 2025-06-17 | — |
| PARKVIEW ASSET MANAGEMENT, INC. | 2020-06-23 | 2022-06-20 | — |
| CHARLES SCHWAB & CO., INC. | 2015-07-22 | 2018-09-18 | — |