Anne Marie Williams, financial advisor Orlando FL
89 score

Anne Marie Williams

CRD Number: 6192409
Current Firm: Raymond James & Associates, Inc.

Anne Marie Williams (CRD# 6192409) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Orlando, FL and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Raymond James & Associates, Inc. Orlando, FL May 2013 - Current 3
Kelly Services Orlando, FL Feb 2013 - May 2013 < 1
Karen Wonsetler, Pa Orlando, FL Aug 2012 - Jan 2013 < 1
Frost Van Den Boom & Smith Bartow, FL Jan 2012 - Jun 2012 < 1
Unemployed Longmeadow, MA Sep 2011 - Jan 2012 < 1
Pioneer Valley Rowing Longmeadow, MA May 2011 - Sep 2011 < 1
Florida State University Tallahassee, FL Aug 2008 - Jun 2011 2
Florida State University Tallahassee, FL Sep 2009 - May 2011 1
Florida State University Tallahassee, FL Sep 2009 - Sep 2010 1
University Of Central Florida Orlando, FL Aug 2004 - Jun 2008 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2013
Contact Info for Anne Marie D. Williams
Phone Number: 727-567-1000
Registered State(s):
  • FL
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
89
Clean Record
This advisor has a clean track record with regulators.

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