Megan Williams is a registered investment advisor, based in St. Petersburg, FL, with 21 years of industry experience.
Location
880 Carillon Parkway, St. Petersburg, FL, 33716
Get directionsHistory
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 Activities
Megan is the treasurer for her daughter's Girl Scout troop and a trustee over her aunt's inheritance, each requiring minimal time. She also serves on the USF Accounting Circle Board as an advisory board member, acting as a representative and making connections for finance campus recruiting, also requiring minimal time.
Employment History
Current Registrations
Sumridge Partners, LLCBroker
Raymond James Financial Services, INC.Broker
Carillon Fund Distributors, INC.Broker
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
State Registrations2 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.