William Axson, financial advisor Milton FL

William Axson

CRD Number: 7500896
Current Firm: Primerica Advisors

William Axson (CRD# 7500896) is an Investment Advisor Representative working at Primerica Advisors in Milton, FL and has over 2 years of experience in the finance industry.

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Familywealth
Company Name Location Dates Years
Pfs Investments Inc. Jacksonville, FL Feb 2022 - Current 2
Primerica Financial Services Jacksonville, FL Nov 2021 - Current 2
University Of Florida Gainsville, FL Nov 1988 - Current 35
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2022
S65 NASAA Investment Advisors Law Examination Nov 2022
Contact Info for William Axson
Phone Number: 833-786-0550
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    8,462
    MILLIONS
  • Total Number of Accounts
    59,808
    ACCOUNTS
  • Average Account Value
    $141,486
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
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, WY

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