Valerie Gayle Williams
Advisor at Sincerus Advisory — Fayetteville, GA
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.
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.
Credentials
CFP®, Series 63, Series 65
Experience Industry experience
24 years
Location
Fayetteville, GA
Sincerus Advisory
Supported
Valerie Williams is a CFP® with 24 years of industry experience, currently serving as an advisor at Sincerus Advisory since 2022. Her prior roles include positions at Capital Investment Group, Inc., MWA Financial Services Inc, Modern Woodmen of America, and The Websuasion Group. She is also the owner and president of ClientLeap, Inc., a lead generation and sales consulting firm, which is currently inactive. Sincerus Advisory is an SEC-registered investment adviser serving individual and institutional clients, including high-net-worth households. The firm combines passive portfolio construction with active analytical tools to create individualized investment plans and offers discretionary management alongside comprehensive financial planning services.
Based on Sincerus Advisory
Based on Sincerus Advisory
Comprehensive Financial Planning: upfront fee of $5,000 plus ongoing annual fees ranging from $5,000 to $20,000, paid monthly, quarterly, or semi-annually
$0 - $2,000,000: 1.00% $2,000,001 - $10,000,000: 0.75% $10,000,001+: 0.50%
Comprehensive Financial Planning ongoing fees paid monthly, quarterly, or semi-annually
Minimum fee: Minimum annual fee of $7,000 for any investment advisory services
Fayetteville, GA
Fayetteville GA
Advisors at this office
1
Georgia · New York
24 years of industry experience
Sincerus Advisory LLC
2022 - Present • 4 years
Fayetteville, GA
Capital Investment Group, Inc.
2019 - 2022 • 3 years
Raleigh, NC
MWA Financial Services Inc
2018 - 2019 • 1 year
Rock Island, IL
Mddern Woodmen of America
2018 - 2019 • 1 year
Rock Island, IL
The Websuasion Group
2016 - 2018 • 2 years
Fayetteville, GA
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Insurance agent
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Bank
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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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.
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