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Berry Williams

33 Years of Experience
West Palm Beach, FL
Broker

Berry Williams is a registered investment advisor at Raymond James & Associates, INC., based in West Palm Beach, FL, with 33 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

Esperante Corporate Center, 222 Lakeview Avenue, Suite 1100, West Palm Beach, FL, 33401

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Berry works part-time providing home travel agency services through TPI Services. This requires minimal time each month and does not occur during business hours.

Employment History
Current Registrations
Raymond James & Associates, INC.
May 2000 - Present · 26 yrs
Raymond James & Associates, INC.Broker
May 2000 - Present · 26 yrs
Previous Registrations
J. B. Hanauer & CO.Broker
February 1993 - May 2000 · 7 yrs 3 mos
State Registrations28 states
AZCACOCTFLGAHIILINKSMDMEMIMSNCNHNJNMNVNYOHPASCTNTXUTVAWA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.