Advisor at Raymond James Financial
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Raymond James Financial
Location
Vero Beach, FL 32963
Credentials
CFP®, Series 66
Industry experience
31 years
Paul Williamson is a CFP®-designated advisor with 31 years of industry experience, currently with Raymond James Financial Services Advisors Inc. He previously spent 16 years at Commonwealth Financial Network. Williamson is also an officer and owner of Paul Williamson and Company, Inc., a support company that facilitates his securities business for tax and employment purposes. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non-HNW clients, pension plans, charitable organizations, corporations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, leveraging asset allocation analysis, firm research, and a range of implementation options to tailor recommendations to client needs.
Based on Raymond James Financial
Based on Raymond James Financial
Fixed (flat) dollar fees may be charged for planning and/or investment consulting services
Commissions are charged in brokerage accounts when implementing financial plans or recommendations; fees and commissions may be offset or discounted for legacy clients.
Hourly rates for planning and/or investment consulting services generally up to $400 per hour
Fee-only: Hourly fees generally up to $400 per hour; fees may also be fixed (flat) dollar amounts or a percentage of assets under advisement not to exceed 2.25%
1515 Indian Harbor Rd, Ste A241
Vero Beach, FL 32963
Florida · Texas
Raymond James Financial Services Advisors Inc.
2025 - Present (1 year)
Raymond James Financial Services Inc.
2025 - Present (1 year)
Commonwealth Financial Network
2009 - 2025 (16 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Series 63, Series 65
Vero Beach, FL
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ONESOURCE Wealth Advisors
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Peachtree Investment Partners, LLC
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