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Mary Williams

22 Years of Experience
Alpharetta, GA
Broker

Mary Williams is a registered investment advisor at Raymond James & Associates, INC., based in Alpharetta, GA, with 22 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

100 North Point Center East, Suite 300, Alpharetta, GA, 30022

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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

Mary is a part-time yoga instructor and owns multiple rental properties (Bishop Cottage, Mary Cottage, and Mid Century Retreat) which she rents out through Airbnb. These activities require minimal time commitment.

Employment History
Current Registrations
Raymond James & Associates, INC.
February 2005 - Present · 21 yrs 7 mos
Raymond James & Associates, INC.
June 2003 - Present · 23 yrs 3 mos
Raymond James & Associates, INC.Broker
June 2003 - Present · 23 yrs 3 mos
State Registrations26 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.