CW
CFP
CW
CFP

Christopher Williams

25 Years of Experience
Solana Beach, CA
Broker

Christopher Williams is a CFP-designated registered investment advisor, based in Solana Beach, CA, with 25 years of industry experience.

Location

527 N Hwy 101, Ste D, Solana Beach, CA, 92075

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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

Christopher owns rental real estate and is an officer/owner/employee of several financial advisory support companies, including Simpatico, Uinta Wealth Management, Voyager Wealth Advisors, Williams Hanssen and Farr, and Williams Investment Management. He dedicates a significant amount of time (81+ hours per month) to Voyager Wealth Advisors and about 10-20% of his time to another role at Voyager Wealth Advisors.

Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
July 2020 - Present · 5 yrs 10 mos
Raymond James Financial Services Advisors, INC
July 2020 - Present · 5 yrs 10 mos
Previous Registrations
Wells Fargo Advisors Financial Network, LLCBroker
February 2011 - July 2020 · 9 yrs 5 mos
Wells Fargo Advisors Financial Network, LLC
February 2011 - July 2020 · 9 yrs 5 mos
Morgan Stanley Smith Barney LLC
June 2009 - March 2011 · 1 yr 9 mos
Morgan Stanley Smith BarneyBroker
June 2009 - March 2011 · 1 yr 9 mos
Citigroup Global Markets INC.
August 2005 - June 2009 · 3 yrs 10 mos
Citigroup Global Markets INC.Broker
August 2005 - June 2009 · 3 yrs 10 mos
Morgan Stanley
January 2001 - August 2005 · 4 yrs 7 mos
Morgan Stanley Dw INC.Broker
July 2000 - August 2005 · 5 yrs 1 mo
State Registrations46 states
AKALARAZCACOCTDCFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNENHNJNMNVNYOHOKORPASCTNTXUTVAWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Christopher Williams - Financial Advisor | TrueAdvisor