Markus Lamont 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 Financial Services Advisors Inc.Sep 2025 to now
- Iheart MediaSep 2024 to now
- Touchstone Capital IncJul 2024 to now
- Touchstone Capital - RiaJun 2023 to now
- Allegheny Country ClubJun 2022 to now
- Christian Sports InternationalJun 2022 to Aug 2023
- Grove City CollegeAug 2021 to May 2024
- UnemployedMar 2020 to Jun 2022
- Leadership LeagueFeb 2018 to Mar 2020
- UnemployedJan 2014 to Feb 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (PA).
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
- 7955620
- Firm CRD
- 149018