Kaila Lanette Williams
Investment adviser representative at Raymond James Financial Services Advisors, Inc
12 yearsExperience
1 stateRegistered in
$390BFirm assets
17 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissionsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- Raymond James & Associates, IncJun 2022 to now
- Raymond James Financial Services Advisors, IncFeb 2021 to now
- Raymond James Financial Services, Inc.Feb 2021 to now
- Craig Wealth Advisors, LLCFeb 2021 to Jun 2022
- State University Michigan Federal Credit UnionMar 2020 to Feb 2021
- Bank of America, N.A.Jan 2019 to Feb 2020
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedDec 2018 to Feb 2020
- Ferris State UniversityOct 2016 to Dec 2018
- Chippewa LandingJun 2014 to Sep 2017
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (MI).
Raymond James Financial Services Advisors, Inc
$390BAssets managed
508,439Clients
6,726Advisers
17 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7052595
- Firm CRD
- 149018