Amanda
Williams
J. W. Cole Advisors, Inc
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About this Advisor
Amanda Williams is a financial advisor based in Tampa, Florida, working with J. W. Cole Advisors, Inc. Amanda has previously held positions at Champlin & Associates, Hornor Townsend & Kent Inc, J.W. Cole Financial, Inc, and J.W. Cole Advisors, Inc. Amanda has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in New York. Currently, Amanda is part of J. W. Cole Advisors, Inc, which operates out of Tampa, Florida. The firm has 388 offices and 512 employees. The firm manages assets totaling $5.7 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars, and other services. The fee structure at J. W. Cole Advisors, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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J. W. Cole Advisors, Inc Brokerage Details
$5,735,868,013
512
25,612
$223,952
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
- Other
Amanda Williams Work History
J.W. Cole Financial, Inc
J.W. Cole Advisors, Inc
Champlin & Associates
Hornor Townsend & Kent Inc
Disclosures
Please visit the SEC profile of Amanda Williams to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at J. W. Cole Advisors, Inc
Clearwater, FL
Tampa, FL
Tampa, FL
Mckeesport, PA
West Palm Beach, FL
Hightown, NJ
Tampa, FL
Tampa, FL
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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