Nancy Williams
Nancy Williams is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Mentor, OH, with 27 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
7473 Center Street, Mentor, OH, 44060
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Nancy is an associate/employee at Carver Financial Services LLC, assisting clients with their financial planning needs. She spends minimal time on this activity.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
State Registrations15 states
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