Skip to content

Luke Charles Williamson

Investment adviser representative at Raymond James Financial Services Advisors, Inc
16 yearsExperience
2 statesRegistered in
$390BFirm assets
17 yearsFirm in business

Are you Luke Charles Williamson? Claim your profile

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

16 years in the industry.

  1. Raymond James Financial Services Advisors, Inc.Dec 2025 to now
  2. Raymond James Financial Services, Inc.Dec 2025 to now
  3. Raymond James & Associates, Inc.May 2023 to Dec 2025
  4. Crunch FitnessAug 2022 to Apr 2023
  5. Fresh Paint DesignsMay 2022 to Aug 2022
  6. University of CincinnatiAug 2019 to Apr 2023
  7. Jimmy JohnsApr 2017 to Aug 2019
  8. UnemployedDec 2010 to Apr 2017

Exams passed

  • Series 66 · Uniform Combined State Law2024

State registrations

Registered as an investment adviser representative in 2 states (OH, TX).

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
7752685
Firm CRD
149018
Advisor's SEC record (opens in a new tab)
CallContact this firm