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Ralph Williamson

25 Years of Experience
Southern Pines, NC
Broker

Ralph Williamson is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Southern Pines, NC, with 25 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

140 SW Broad St, Southern Pines, NC, 28387

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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

Ralph is involved in two outside business activities. He is involved in agriculture/farming through Creekfield Farm LLC, dedicating a few hours per week, and owns/operates Wall Street Investments LLC, a rental real estate business, dedicating minimal time.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
January 2009 - Present · 17 yrs 6 mos
Raymond James Financial Services, INC.Broker
December 2003 - Present · 22 yrs 7 mos
Previous Registrations
Raymond James Financial Services
November 2007 - January 2009 · 1 yr 2 mos
J.J.B. Hilliard, W.L. Lyons, INC.Broker
October 2000 - December 2003 · 3 yrs 2 mos
State Registrations19 states
AZCAFLILKSKYLAMAMDNCNMNYPASCTNTXUTVAWI
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.