AW
AW

Andrew Williams

10 Years of Experience
Augusta, GA
Broker

Andrew Williams is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Augusta, GA, with 10 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

1427 Monte Sano, Augusta, GA, 30904

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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

Andrew is the owner of AFWIII Financial LLC, an S corp designed to manage proceeds from an RJ branch, dedicating minimal time to it. He also serves on the Finance/Investment Committee for St. Mary on the Hill Catholic School, reviewing financials and the annual budget, also dedicating minimal time to this.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
February 2022 - Present · 4 yrs 3 mos
Raymond James Financial Services, INC.Broker
February 2022 - Present · 4 yrs 3 mos
Previous Registrations
Raymond James & Associates, INC.
February 2016 - February 2022 · 6 yrs
Raymond James & Associates, INC.Broker
December 2015 - February 2022 · 6 yrs 2 mos
State Registrations19 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.