Dean Williamson
Dean Williamson is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Cornelius, NC, with 34 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
7632 Norman Island Dr, Cornelius, NC, 28031
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Dean is involved in several business activities, including rental real estate, authoring a book, and operating a support company (Williamson Wealth Group, Inc.) through RJFS, which takes about a quarter to half of his time. He also sells life and disability insurance through Pacific Life and Consolidated Planning, respectively, dedicating minimal time to this.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James Financial Services
Robert Thomas Securities, INCBroker
Dickinson & CO.Broker
F.N. Wolf & CO., INC.Broker
State Registrations50 states
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