Kaila Williams (CRD# 7052595) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Fife Lake, MI and has over 4 years of experience in the finance industry.
CRD# 5992425
Stonepath Wealth Management
CRD# 6276104
Raymond James & Associates, Inc.
CRD# 6736071
Creativeone Wealth, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Raymond James & Associates, Inc. | Fife Lake, MI | Jun 2022 - Current | 1 |
| Raymond James Financial Services, Inc. | Fife Lake, MI | Jun 2022 - Current | 1 |
| Raymond James Financial Services Advisors, Inc. | Fife Lake, MI | Jun 2022 - Current | 1 |
| Raymond James Financial Services, Inc. | Traverse City, MI | Feb 2021 - Jun 2022 | 1 |
| Craig Welath Advisors | Traverse City, MI | Feb 2021 - Jun 2022 | 1 |
| Raymond James Financial Services Advisors, Inc. | Traverse City, MI | Feb 2021 - Jun 2022 | 1 |
| State University Michigan Federal Credit Union | Traverse City, MI | Mar 2020 - Feb 2021 | < 1 |
| Bank Of America, N.a. | Traverse City, MI | Jan 2019 - Feb 2020 | 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Traverse City, MI | Dec 2018 - Feb 2020 | 1 |
| Ferris State University | Big Rapids, MI | May 2018 - Dec 2018 | < 1 |
| Ferris State University | Big Rapids, MI | Oct 2016 - Dec 2018 | 2 |
| Chippewa Landing | Manton, MI | Jun 2014 - Sep 2017 | 3 |
| Big Boy | Cadillac, MI | Oct 2014 - Jan 2015 | < 1 |
| Little Caesar's | Cadillac, MI | Sep 2014 - Oct 2014 | < 1 |
| Manton High School | Manton, MI | Sep 2013 - Jun 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2019 |
- MI
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Total Assets Under Management350,042MILLIONS
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Total Number of Accounts992,551ACCOUNTS
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Average Account Value$352,669
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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)
- Educational seminars/workshops
- Other
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, WY
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