Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Don? Claim Your ProfileDon Gary Williams is an investment advisor representative with Trustwell Financial Advisors, LLC. Don has been in the industry since 1985 and has worked with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Don also manages a vacation rental property in St. Augustine, Florida. Don has passed several securities exams, including the Series 7, Series 22, Series 24, Series 39, and Series 63 exams. Trustwell Financial Advisors, LLC is a fee-based financial advisory firm with a total of $184,390,954 in assets under management. The firm provides financial planning and portfolio management services to individuals, businesses, and charitable organizations.
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.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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2
FL
02/03/2021 - Present
Trustwell Financial Advisors, LLC (JACKSONVILLE FL)
FL
02/14/1990 - 04/03/1995
INVESTMENT MANAGEMENT & RESEARCH, INC (ST. PETERSBURG FL)
GA
01/16/1987 - 02/20/1990
RUFF SECURITIES CORPORATION (ATLANTA GA)
NA
01/14/1985 - 01/06/1987
DIVERSIFIED FINANCIAL SECURITIES,INC.
BC
Issued 03/23/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/06/1987
Series 24 - General Securities Principal Examination
BC
Issued 03/23/1984
Series 39 - Direct Participation Programs Principal Examination
BC
Issued 09/06/1988
Series 3 - National Commodity Futures Examination
BC
Issued 03/15/1986
Series 7 - General Securities Representative Examination
BC
Issued 03/11/1984
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
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