Dante Williams
Investment adviser representative at Raymond James Financial Services Advisors, Inc
10 yearsExperience
1 stateRegistered in
$390BFirm assets
17 yearsFirm in business
Are you Dante Williams? Claim your profile
Contact this firm
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
10 years in the industry.
- Raymond James Financial Services Advisors, Inc.Aug 2025 to now
- Raymond James Financial Services, Inc.Aug 2025 to now
- Yrp Capital GroupAug 2025 to now
- Thrivent FinancialAug 2024 to Jul 2025
- Thrivent Investment Management IncJul 2024 to Jul 2025
- Happy FeetDec 2023 to Jul 2024
- Rainbow Air PurifierOct 2023 to Mar 2024
- First Responder CandlesOct 2022 to Mar 2024
- Georgia Department of Public SafetyAug 2015 to Apr 2024
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (GA).
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
- 7946807
- Firm CRD
- 149018