Mary Williams
Mary Williams is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Fayetteville, NC, with 9 years of industry experience. Mary is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
Maximum annual fee percentage is 2.25% of assets under advisement. Specific fees are negotiable with your financial advisor based on time, complexity, and portfolio size.
Fee Estimator
Location
208 Park St., Fayetteville, NC, 28305
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2023Other Business Activities
Mary is the owner of Synergy Financial, LLC, used for 1099 income as an RJFS advisor, but it does not generate income. She also works as an independent contractor for The Hook 1, Inc., spending about a quarter of her time on operational and sales tasks, and serves on the Finance/Investment Committee for Village Baptist Church, dedicating minimal time.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Cs Planning CORP
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations16 states
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
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