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Tramell Williams

17 Years of Experience
Phoenix, AZ
Broker

Tramell Williams is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Phoenix, AZ, with 17 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

Phoenix, AZ

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
March 2023 - Present · 3 yrs 2 mos
Raymond James & Associates, INC.
March 2023 - Present · 3 yrs 2 mos
Raymond James & Associates, INC.Broker
March 2020 - Present · 6 yrs 2 mos
Raymond James & Associates, INC.
March 2020 - Present · 6 yrs 2 mos
Raymond James Financial Services, INC.
October 2018 - Present · 7 yrs 7 mos
Raymond James Financial Services, INC.Broker
October 2018 - Present · 7 yrs 7 mos
Previous Registrations
Pershing Advisor Solutions LLCBroker
February 2008 - April 2018 · 10 yrs 2 mos
State Registrations2 states
AZFL
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.