LW
CFP
LW
CFP

Lawrence Williford

17 Years of Experience
Charleston, SC
Broker

Lawrence Williford is a CFP-designated registered investment advisor at Raymond James & Associates, INC., based in Charleston, SC, 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 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

360 Concord Street, Suite 210, Charleston, SC, 29401

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History

Regulatory History
Clean regulatory record

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

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Other Business Activities

Lawrence is a partner at Charleston Angel Partner's (CHAP's) and a Finance/Investment Committee Member for Empower Charleston and Grace Church Cathedral. He is also a committee member for the Episcopal Diocese of South Carolina, reviewing quarterly reports and ensuring prudent asset management; all activities take minimal time.

Employment History
Current Registrations
Raymond James & Associates, INC.
December 2014 - Present · 11 yrs 5 mos
Raymond James & Associates, INC.Broker
December 2014 - Present · 11 yrs 5 mos
Previous Registrations
Suntrust Investment Services, INC.
January 2010 - December 2014 · 4 yrs 11 mos
Suntrust Investment Services, INC.Broker
January 2010 - December 2014 · 4 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
July 2008 - January 2010 · 1 yr 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 2008 - January 2010 · 1 yr 8 mos
State Registrations12 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.