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Richard Brian Williamson

Investment adviser representative at Fmsa
32 yearsExperience
1 stateRegistered in
$216.4MFirm assets
16 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 assetsHourly

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

32 years in the industry.

  1. FmsaJun 2026 to now
  2. Acrylic Financial, Inc.Feb 2026 to Jun 2026
  3. Primerica Financial ServicesAug 2025 to Feb 2026
  4. Vulcan MaterialsSep 2018 to Aug 2025
  5. International PaperJun 1994 to Sep 2018

Exams passed

  • Series 65 · Uniform Investment Adviser Law2025

State registrations

Registered as an investment adviser representative in 1 state (TN).

Fmsa

Legal name: Financial Management Services of America LLC.

$216.4MAssets managed
1,291Clients
22Advisers
16 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
8192486
Firm CRD
154136
Advisor's SEC record (opens in a new tab)
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