Ryan Williams, financial advisor Jacksonville FL

Ryan Williams

CRD Number: 5438410
Current Firm: Fidelity Personal And Workplace Advisors

Ryan Williams (CRD# 5438410) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Jacksonville, FL and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Personal And Workplace Advisors Boston, MA Jul 2018 - Current 5
Fidelity Investments Jacksonville, FL Aug 2007 - Current 16
United States Marine Corps Reserves Savannah, GA May 2003 - Current 20
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2009
S66 NASAA Uniform Combined State Law Examination Aug 2012
Contact Info for Ryan A. Williams
Phone Number: 617-563-7000
Registered State(s):
  • FL
  • TX
By the Numbers
  • Total Assets Under Management
    652,548
    MILLIONS
  • Total Number of Accounts
    1,712,247
    ACCOUNTS
  • Average Account Value
    $381,106
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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, VT, WA, WI, WV, WY

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