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Brandon Williams

12 Years of Experience
Roanoke, VA
Broker

Brandon Williams is a registered investment advisor, based in Roanoke, VA, with 12 years of industry experience.

Location

4225 Colonial Avenue, Roanoke, VA, 24018

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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

Brandon works as a financial advisor for Atlantic Union Bank and Atlantic Union Financial Consultants/AUB Wealth Management, dedicating about half of his time to each. He also serves as Treasurer and Board Member for SixForty Corporation, a non-profit, spending minimal time on this role.

Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
August 2024 - Present · 2 yrs 1 mo
Raymond James Financial Services Advisors, INC
August 2024 - Present · 2 yrs 1 mo
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
November 2017 - August 2024 · 6 yrs 9 mos
Wells Fargo Advisors
November 2017 - August 2024 · 6 yrs 9 mos
Suntrust Advisory Services, INC.
September 2016 - November 2017 · 1 yr 2 mos
Suntrust Investment Services, INC.
April 2015 - December 2016 · 1 yr 8 mos
Suntrust Investment Services, INC.Broker
December 2013 - November 2017 · 3 yrs 11 mos
State Registrations6 states
NCNMSCTNTXVA
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.
Brandon Williams - Financial Advisor | TrueAdvisor