CW
CW

Calvin Williamson

19 Years of Experience
Durham, NC
Broker

Calvin Williamson is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Durham, NC, with 19 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

2828 Pickett Rd., Ste. 100, Durham, NC, 27705

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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

Calvin is an independent contractor and financial advisor under RJFS Wealth Management and Williamson Private Wealth Management, dedicating about half of his time to each. He also co-owns Four Corners Advisor Group to recruit advisors and owns WFF, LLC to hold land, dedicating minimal time to each.

Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
July 2022 - Present · 4 yrs
Previous Registrations
Edward Jones
January 2007 - July 2022 · 15 yrs 6 mos
Edward JonesBroker
June 2006 - July 2022 · 16 yrs 1 mo
State Registrations49 states
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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.