Allison Williams Daniels

Employer firm

Wells Fargo Advisors Financial Network, LLC CRD 11025

$252B regulatory AUM 2,990 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

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

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

Current Employers

Employment History

• 02/2013 → 06/2020
  Raymond James & Associates, Inc.
  Albany, GA
• 06/2020 → Present
  Wells Fargo Advisors Financial Network, Llc
  Albany, GA

Previous Registrations

• 2013-02-13 → 2020-06-09
  Raymond James & Associates, Inc.
  Albany, GA
• 2010-12-14 → 2013-02-13
  Morgan Keegan & Company, Llc
  Albany, GA

Other Businesses

ANDREW COLLEGE; NOT INVESTMENT RELATED; CUTHBERT,GA; BOARD OF TRUSTEES; START DATE 06/02/2020; NUMBER OF HOURS PER MONTH 4; NUMBER OF HOURS DURING TRADING 2; ATTENDING MEETINGS TO VOTE ON BUDGET AND DISCUSS NEW PROGRAM AND ANY CHANGES. MARCUS, INMAN, AND DANIELS; INVESTMENT RELATED; ALBANY,GA; 33.3% OWNERSHIP; START DATE 06/03/2020; NUMBER OF HOURS PER MONTH 180; NUMBER OF HOURS DURING TRADING 130; FINET PRACTICE. DWA, LLC; INV. RELATED; ALBANY,GA; 100% OWNERSHIP; START DATE 06/03/2020; NUMBER OF HOURS PER MONTH 180; NUMBER OF HOURS DURING TRADING 130; FINET PRACTICE.

Exams

• S66 Uniform Combined State Law Examination
  2010-12-13
• S63 Uniform Securities Agent State Law Examination
  2006-10-02

Other Names

• Allison Marie Williams
• Allison Marie Daniels