Timothy Joel Williams
Investment Adviser Representative at Richards Merrill Wealth Management
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Timothy Joel Williams is an investment adviser representative with Richards Merrill Wealth Management in Spokane, WA, where they have been registered since 2026, the year they entered the securities industry. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Washington.
Office
Advisors at this office: 9
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Washington
- Broker:
1 state or territory
Washington
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Richards Merrill Wealth ManagementOct 2025 – no end date reportedSpokane, WA
- Washington Trust BANKSep 2019 – Oct 2025Spokane, WA
- Umpqua BANKOct 2012 – Sep 2019Spokane, WA
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Richards Merrill Wealth Management
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
- IA1 $100M-$250M1.00%
- IA1 $250M-$500M0.95%
- IA1 $500M-$1MM0.80%
- IA1 $1MM-$3MM0.75%
+5 more tiers on the firm profile
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Traditional brokerage and investment advisory services, including financial planning, wealth generation, wealth preservation, and multi-generational strategies using non-proprietary products. The firm provides customized, well-diversified portfolios utilizing individual stocks, bonds, ETFs, and mutual funds, and consults on a variety of account types including individual, partnership, corporate, UGMA, UTMA, trusts, estates, college savings, IRAs (Traditional and Roth), 401k/403b, Simple and SEP IRAs, and non-profit accounts.
Client types the firm serves
Firm assets under management
$500M–$1B
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 9
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Spokane, WA
- Founded:
- 1924
- SEC file number:
- 801-113034
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 10, 2026
View full firm profileOther advisors at Richards Merrill Wealth Management
8 other advisors in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Timothy Joel Williams has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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