Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brandon? Claim Your ProfileBrandon Burk Williams is an investment advisor representative with Raymond James Financial Services Advisors, Inc. based in Roanoke, VA. Brandon has been in the financial services industry since December 2013. Brandon Williams holds licenses in various states including Texas and Virginia. Brandon Williams provides services such as financial planning, pension consulting and educational seminars.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Hourly & fixed rate consultations
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
VA
08/16/2024 - Present
Raymond James Financial Services Advisors, Inc. (Roanoke VA)
VA
11/15/2017 - 08/23/2024
WELLS FARGO CLEARING SERVICES, LLC (ROANOKE VA)
VA
12/12/2013 - 11/20/2017
SUNTRUST INVESTMENT SERVICES, INC. (ROANOKE VA)
IA
Issued 04/29/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/18/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/05/2014
Series 7 - General Securities Representative Examination
BC
Issued 12/12/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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