Andrew Franklin 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

• 07/2013 → 07/2020
  Regency Hospice
  Augusta, GA
• 10/2015 → 02/2022
  Raymond James & Associates, Inc
  Augusta, GA
• 02/2022 → Present
  Raymond James Financial Services, Inc.
  Augusta, GA
• 02/2022 → Present
  Raymond James Financial Services Advisors, Inc.
  Augusta, GA
• 02/2022 → Present
  Douglas & Williams Financial Group Llc
  Augusta, GA

Previous Registrations

• 2016-02-10 → 2022-02-23
  Raymond James & Associates, Inc.
  Augusta, GA

Other Businesses

(1)Name of Business: \tSt. Mary on the Hill Catholic School Address: 1220 Monte Sano Ave, Augusta, GA, 30904, United States Activity Type: Board Member, Board Subcommittee Member, Officer, or Director Position/Title: Officer - President Investment Related: Yes Start Date: 09/04/2024 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: PTO President. Organize school functions and review annual budget for school PTO (2)Name of Business: AFWIII Financial LLC Address: 1427 Monte Sano Ave, Augusta, GA, 30904-5359, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 01/28/2022 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: S corp designed to manage proceeds from RJ branch (3)Name of Business: Douglas & Williams Financial Group LLC Address: 1427 Monte Sano Ave, Augusta, GA, 30904-5359, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 02/03/2022 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: 42% owner. Entity formed for the independent branch. Run day to day operations of the branch (4)Name of Business: St. Mary on the Hill Catholic School Address: 1220 Monte Sano Ave, Augusta, GA, 30904, United States Activity Type: Non profit Position/Title: Finance/Investment Committee Member Investment Related: Yes Start Date: 08/25/2021 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Discuss Financials and review annual budget for Saint Mary on the Hill Catholic School. I do not review investment accounts or give recommendations related to investment accounts

Exams

• S66 Uniform Combined State Law Examination
  2016-02-04