Lawrence Williford, financial advisor Charleston SC
96 score

Lawrence Williford

CRD Number: 5500323
Current Firm: Raymond James & Associates, Inc.

Lawrence Williford (CRD# 5500323) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Charleston, SC and has over 8 years of experience in the finance industry. Lawrence Williford has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Raymond James & Associates, Inc. Charleston, SC Dec 2014 - Current 2
Suntrust Investment Services, Inc. Atlanta, GA Mar 2011 - Dec 2014 3
Suntrust Bank St. Simons, GA Dec 2009 - Jun 2011 1
Suntrust Investment Services, Inc. Atlanta, GA Jan 2010 - Mar 2011 1
Merrill Lynch Jacksonville, FL Mar 2008 - Dec 2009 1
Auburn University Auburn, AL Aug 2003 - Jan 2008 4
Capstone Development Auburn, AL Feb 2007 - Aug 2007 < 1
Sea Island Company St. Simons Island, GA May 2006 - Aug 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2008
Contact Info for Lawrence G. Williford
Phone Number: 727-567-1000
Registered State(s):
  • SC
By the Numbers
  • Total Assets Under Management
    91,401
    MILLIONS
  • Total Number of Accounts
    317,837
    ACCOUNTS
  • Average Account Value
    $287,573
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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