EW
CFP · ChFC
EW
CFP · ChFC

Eric Williams

13 Years of Experience
Bradenton, FL
Broker

Eric Williams is a CFP, ChFC-designated registered investment advisor at Raymond James & Associates, INC., based in Bradenton, FL, with 13 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

Bradenton, FL

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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

Eric owns and manages three LLCs: EAW Auto, EAW Enterprises, and EAW Water. He dedicates minimal time to managing the assets of each LLC.

Employment History
Current Registrations
Raymond James & Associates, INC.
October 2021 - Present · 4 yrs 7 mos
Raymond James & Associates, INC.
October 2021 - Present · 4 yrs 7 mos
Raymond James & Associates, INC.Broker
October 2021 - Present · 4 yrs 7 mos
Previous Registrations
Truist Advisory Services, INC.
February 2021 - October 2021 · 8 mos
Truist Investment Services, INC.Broker
February 2021 - October 2021 · 8 mos
Bb&t Securities, LLC
August 2016 - February 2021 · 4 yrs 6 mos
Bb&t Securities, LLCBroker
August 2016 - February 2021 · 4 yrs 6 mos
Bb&t Investment Services, INC.
January 2014 - August 2016 · 2 yrs 7 mos
Bb&t Investment Services, INC.Broker
January 2014 - August 2016 · 2 yrs 7 mos
AXA Advisors, LLC
February 2013 - October 2013 · 8 mos
AXA Advisors, LLCBroker
December 2012 - October 2013 · 10 mos
Metlife Securities INC.Broker
October 2012 - December 2012 · 2 mos
State Registrations29 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.