Shawn
Williams
W&S Brokerage Services, Inc
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About this Advisor
Shawn Williams is a financial advisor based in Cary, North Carolina, working with W&S Brokerage Services, Inc. Shawn has previously held positions at M&F Bank, Lpl Financial, Independent Advisor Alliance, Merrill Lynch, Pierce, Fenner & Smith Inc, Lemuel James Financial, W&S Brokerage Service, Western & Southern Life, and Bank Of America, N.A. Shawn has passed the Series 66 and Series 63 regulatory exams and is registered to provide services in North Carolina and Texas. Currently, Shawn is part of W&S Brokerage Services, Inc, which operates out of Cary, North Carolina. The firm has 57 offices and 85 employees. The firm manages assets totaling $122.9 million. The services offered by the firm include portfolio management for individuals and small businesses and the selection of other advisers. The fee structure at W&S Brokerage Services, Inc includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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W&S Brokerage Services, Inc Brokerage Details
$122,864,622
85
451
$272,427
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Shawn Williams Work History
W&S Brokerage Service
Western & Southern Life
Lemuel James Financial
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
Lpl Financial
Independent Advisor Alliance
M&F Bank
Disclosures
Please visit the SEC profile of Shawn 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 W&S Brokerage Services, Inc
Indianapolis, IN
Greenville, SC
Findlay, OH
Roanoke, TX
Cincinnati, OH
Jacksonville, FL
Cincinnati, OH
Owings Mills, MD
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