Kari Williams is a registered investment advisor, based in Waterville, OH, with 22 years of industry experience.
Location
1200 Michigan Ave, Suite A, Waterville, OH, 43566
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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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Kari works as an associate/employee providing FA support for Parsons Wealth Partners since 2019. This takes about half of Kari's time, including during trading hours.
Employment History
Current Registrations
Raymond James Financial Services, INC.
April 2019 - Present · 7 yrs 1 mo
Raymond James Financial Services Advisors, INC
April 2019 - Present · 7 yrs 1 mo
Raymond James Financial Services, INC.Broker
April 2019 - Present · 7 yrs 1 mo
Previous Registrations
Edward Jones
March 2012 - April 2019 · 7 yrs 1 mo
Edward Jones
January 2007 - February 2007 · 1 mo
Edward JonesBroker
January 2004 - April 2019 · 15 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2002 - February 2003 · 4 mos
State Registrations28 states
ALARAZCACODCFLGAHIIDILINKSKYMDMIMONCNVNYOHOKORPASCTNTXVA
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.