Grant Williams

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2014 → 05/2021
  Compass Bank
  Birmingham, AL
• 08/2014 → 05/2021
  Bbva Securities Inc.
  Phoenix, AZ
• 08/2014 → 05/2021
  Bbva Compass Insurance Agency, Inc.
  Austin, TX
• 06/2017 → 05/2021
  Bbva Wealth Solutions Inc.
  Phoenix, AZ
• 08/2014 → 10/2021
  Bbva Usa
  Phoenix, AZ
• 11/2021 → Present
  Raymond James Financial Services, Inc
  Scottsdale, AZ
• 11/2021 → Present
  Raymond James Financial Services Advisor, Inc
  Scottsdale, AZ
• 11/2021 → Present
  Pinnacle Bank
  Scottsdale, AZ

Previous Registrations

• 2017-06-19 → 2021-05-07
  Pnc Managed Account Solutions, Inc.
  Scottsdale, AZ
  Phoenix, AZ

Other Businesses

(1)Name of Business: Pinnacle Bank Investment Services / Raymond James Address: 15505 N. Scottsdale Rd Ste 190, Scottsdale, AZ, 85254, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 11/01/2021 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-06-14
• S63 Uniform Securities Agent State Law Examination
  2007-11-07

Other Names

• Grant T Williams
• Grant T. Williams