Michael Williams
Michael Williams is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Cookeville, TN, 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
235 E. Spring Street, Cookeville, TN, 38501
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Michael works as an Investment Advisor for both FirstBank and FirstBank Investment Partners since February 2023. He dedicates about a quarter to about half of his time to each of these roles.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
First Horizon Advisors, INC
Ftb Advisors, INC.
Ftb Advisors, INC.
First Horizon Advisors, INC.Broker
Heidtke & Company, INC.Broker
Jmc Investment Services, INC.Broker
First Tennessee Brokerage, INC.Broker
Nylife Securities INC.Broker
State Registrations9 states
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