Michael
Williams

Raymond James Financial Services Advisors, Inc

CRD#1224766
Investment Advisor
in Vero Beach, FL
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About this Advisor

Michael Williams is a certified financial planner in Vero Beach, Florida. Currently a registered financial advisor at Raymond James Financial Services Advisors, Inc, they have accumulated 15 years of experience in the financial advisory industry. Williams maintains Series 63 and Series 66 licenses, qualifying the advisor as a securities broker. Williams can operate in Florida. Over the course of their career, they have held roles at Raymond James Financial Services, Non-Variable Insurance, Accounting / Cpa / Tax Preparation, Williams Financial Group, Inc, Finra Arbitrator, Raymond James Financial Services Advisors, Inc, Vero Financial Group Inc and Lysne Of Vero Dba Posh. Raymond James Financial Services Advisors, Inc is headquartered in Vero Beach, Florida, and operates out of 2,040 additional locations across the United States. As a registered investment firm, Raymond James Financial Services Advisors, Inc oversees $81 billion in assets throughout 280,698 client accounts and retains more than 5,600 people. The firm's total assets under management places it among the largest firms in the United States. The firm manages 151,196 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 7% of the firm's investors are high-net-worth individuals, meaning they have greater than $1 million in assets. Raymond James Financial Services Advisors, Inc can provide financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. The firm may charge clients asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, Series 66, Certified Financial Planner

Years of Experience

15 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions, Others

Disclosures

Yes

Office Location

4727 N. Hwy A1A
Vero Beach, FL 32963

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Raymond James Financial Services Advisors, Inc Brokerage Details

Total Assets Under Management

$103,692,335,631

FL Average: $1,855,561,029
Total Number of Employees

6,224

FL Average: 62
Total Number of Accounts

343,734

FL Average: 2,474
Average Account Size

$301,664

FL Average: $750,025

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Michael Williams Work History

Michael has 15 years of experience.

2009 - Present (10 years)

Raymond James Financial Services Advisors, Inc

2008 - Present (11 years)

Lysne Of Vero Dba Posh

2005 - Present (14 years)

Non-Variable Insurance

2005 - Present (14 years)

Accounting / Cpa / Tax Preparation

2005 - Present (14 years)

Williams Financial Group, Inc

2003 - Present (16 years)

Raymond James Financial Services

2003 - Present (16 years)

Finra Arbitrator

2007 - 2015 (8 years)

Vero Financial Group Inc

Disclosures

Michael Williams has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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