Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Thomas Williamson is a financial advisor with over 25 years of experience in the industry. Paul is currently registered with Truist Advisory Services, Inc. in South Carolina. Paul has previously worked with BB&T Securities, LLC and BB&T Investment Services, Inc. Paul holds the Series 7, Series 63 and Series 66 licenses. Paul offers a variety of services, including financial planning, portfolio management for individuals and businesses, selection of other advisors, publication of periodicals, and wrap fee products.
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.
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.
Wrap fee product and financial profiling services using desktop software
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.
1
2
SC
02/17/2021 - Present
Truist Advisory Services, Inc. (FLORENCE SC)
VA
01/02/2018 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
SC
04/22/1998 - 01/02/2018
BB&T INVESTMENT SERVICES, INC. (FLORENCE SC)
NA
03/23/1998 - 04/14/1998
BB&T INVESTMENT SERVICES, INC.
MO
08/21/1995 - 03/24/1998
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
BOTH
Issued 12/12/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/25/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/18/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Paul Williamson is the right advisor for you? Invested Better is here to help.
