Michael Williams (CRD# 1224766) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Vero Beach, FL and has over 37 years of experience in the finance industry.
CRD# 6980780
Fidelity Personal And Workplace Advisors
CRD# 1076829
Securities Research, Inc.
CRD# 2558382
Blackridge Asset Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ameriprise Financial Services, LLC | Vero Beach, FL | Jun 2020 - Current | 3 |
| Bank Of America, N.a. | Vero Beach, FL | Aug 2019 - Jun 2020 | < 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Vero Beach, FL | Jun 2019 - Jun 2020 | 1 |
| Raymond James Financial Services Advisors, Inc. | Vero Beach, FL | Jan 2009 - Jun 2019 | 10 |
| William Financial Group Inc. | Vero Beach, FL | Sep 2005 - Jun 2019 | 13 |
| Non-variable Insurance | Vero Beach, FL | Sep 2005 - Jun 2019 | 13 |
| Finra Arbitrator | Vero Beach, FL | Mar 2003 - Jun 2019 | 16 |
| Lysne Of Vero /dba Posh. | Vero Beach, FL | Mar 2008 - May 2019 | 11 |
| Vero Financial Group Inc. | Vero Beach, FL | Jan 2007 - May 2015 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 1986 |
| S66 | NASAA Uniform Combined State Law Examination | Dec 2001 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- FL
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Total Assets Under Management479,794MILLIONS
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Total Number of Accounts2,284,921ACCOUNTS
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Average Account Value$209,983
- A percentage of assets under your management
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