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Judyann Peralta Williamson

Capfinancial Securities, LLC

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About Judyann Peralta Williamson

Judyann Peralta Williamson is a registered representative with Capfinancial Securities, LLC. Judyann has been in the financial industry since October 3, 2011. Her registration began on October 12, 2012. Judyann holds the Series 7 and SIE licenses. Judyann was previously registered with WELLS FARGO ADVISORS, LLC.

Firm Information

Judyann Williamson is currently registered with Capfinancial Securities, LLC. Capfinancial Securities, LLC is a Limited Liability Company formed on November 21, 2013. The firm is registered with the SEC and in all 50 states.

Not reported

Assets Under Management

Not reported

Total Clients

91

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Judyann Williamson’s Registration & Firm History

NC

10/12/2012 - Present

Capfinancial Securities, LLC (RALEIGH NC)

NC

09/14/2011 - 09/21/2012

WELLS FARGO ADVISORS, LLC (RALEIGH NC)

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Licenses & Designations

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/13/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Judyann Peralta Williamson.
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