Joseph Percival Williams

Current Employers

Employment History

• 01/1999 → 03/2025
  Raymond James Financial Services, Inc.
  Coral Springs, FL
• 01/2009 → 03/2025
  Raymond James Financial Services Advisors, Inc
  Coral Springs, FL
• 11/2014 → 09/2016
  Cwsi
  Sunrise, FL
• 11/2015 → Present
  Acc Strategies
  Coral Springs, FL
• 07/2021 → Present
  Coquina Private Wealth Llc
  Coral Springs, FL
• 06/1978 → Present
  Williams Financial Services, Inc
  Coral Springs, FL
• 03/2025 → Present
  Coquina Private Wealth Advisors
  Port Charlotte, FL

Previous Registrations

• 2009-01-02 → 2025-03-31
  Raymond James Financial Services Advisors, Inc
  Coral Springs, FL
  Boynton Beach, FL
  Sun Valley, ID
• 1999-04-22 → 2009-10-10
  Raymond James Financial Services, Inc.
  Port Charlotte, FL
  Georgetown, TX
  Sun Valley, ID
  Sun Valle, ID
  Boynton Beach, FL
  Boca Raton, FL
• 1999-04-22 → 2005-12-31
  Williams Financial Consultants
  Coral Springs, FL

Other Businesses

(1)Name of Business: acc strategies Address: 902 Clint Moore Rd Ste 124, Boca Raton, FL, 33487-2846; Activity Type: Business Owner Position/Title: Other Investment Related: No Start Date: 11/23/2015 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: own 1% if entity which is a golf course\ni am not active in management (2)Name of Business: Williams Financial Services Address: 902 Clint Moore Rd Ste 124, Boca Raton, FL, 33487; Activity Type: Non-variable Insurance Position/Title: Agent, Associate/Employee, Owner Investment Related: Yes Start Date: 06/1978; Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 2-10 Description of duties: we place outside insurance through this company and employee our employees through this company companies we place business with are and have been Global Atlantic, AIG, US Life, American National, AXA Equitable, Banner Life, Brighthouse, Lincoln Nation (3)Name of Business: Williams Financial Services, Inc. Address: 902 Clint Moore Rd Ste 124, Boca Raton, FL, 33487; Activity Type: Support Company - Owner Position/Title: Other, Officer - President; Investment Related: No Start Date: 06/1978; Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 2-10 Description of duties: our employees are paid from this company, all commissions for chip and the overrides from reps are put into this company as well as outside business from insurance companies (4)Name of Business: Williams Trusts Address: 902 Clint Moore Rd Ste 124, Boca Raton, FL, 33487-2846; Activity Type: Control Person Position/Title: Trustee (Acting) Investment Related: Yes Start Date: 04/04/2007 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: family trusts: one for my father, another for my mother

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-06-07
• S63 Uniform Securities Agent State Law Examination
  1981-02-16

Designations

Other Names

• Chip Williams