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Jerry Williamson is a financial consultant with Florida Financial Advisors, LLC, a firm with a focus on financial planning, portfolio management for individuals and businesses, and pension consulting. Jerry has a broad range of experience in the financial services industry, including working for Texas A&M University and Mathnasium. Jerry is registered with the state of Florida and Texas.
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.
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.
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.
2% of net worth or assets for financial planning clients
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2
TX
01/17/2025 - Present
Florida Financial Advisors, LLC (Dallas TX)
Active
Inactive
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