James Williams
James Williams is a registered investment advisor at Raymond James & Associates, INC., based in Portage, MI, with 32 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
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
7995 Moorsbridge Rd, Portage, MI, 49024
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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James is a partner in BuyandHold, LLC, a rental real estate business, since 2015. He dedicates minimal time to leasing real estate.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
Natcity Insurance Services, INC.Broker
Liberty Securities CorporationBroker
Independent Financial Securities, INC.Broker
Natcity Investments, INC.Broker
Raffensperger, Hughes & CO., INC.Broker
State Registrations26 states
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