Paul Williamson
Paul Williamson is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Vero Beach, FL, with 31 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
1515 Indian Harbor Rd, Ste A241, Vero Beach, FL, 32963
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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
Paul sells fixed insurance products and owns Paul Williamson and Company, Inc., a private entity facilitating securities and advisory business. Selling insurance products takes about 10-20% of his time, while his company takes all of his time.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Fnb Brokerage Services, INC.
Fnb Brokerage Services, INC.Broker
Fnb Brokerage Services, INC.Broker
Securities Service Network, INC.Broker
Schlitt Investor Services, INC.Broker
State Registrations32 states
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.