Merrill
43yrs
Top advisor by experience in Fairhope
34yrs
David Williams
Full name on record: David Eugene Williams
Financial advisor at Raymond James & Associates
David Williams has worked in the financial industry for 34 years and is a fiduciary financial advisor based in Fairhope, Alabama. After eight years at RBC Capital Markets and less than a year at Morgan Keegan & Company, David joined Raymond James & Associates in 2014, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 120 advisors with offices in Fairhope, and one of 106 fiduciaries.
At a glance
Experience34 years (since 1992)
How that compares ?Top 10% by experience nationwide
Office101 Lottie Lane Suite 4, Fairhope, AL 36532
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions
Typical client at the firm ?$788,879
Advisors at the firm5,796
States licensed ?2 states
Services through Raymond James & Associates
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2014 – nowRaymond James & Associates, Inc.Current firm
- 2007 – 2014RBC Capital Markets, LLCPreviously
- Feb 2007 – Mar 2007Morgan Keegan & Company, LLCPreviously
- 2003 – 2007Amsouth Investment Management Company LLCPreviously
- 2000 – 2003Amsouth Investment Services, Inc.Previously
Contact David
(727) 567-1000Firm headquarters in St. Petersburg, FL. Ask for David. 101 Lottie Lane Suite 4Fairhope, AL 36532Office · Get directions Firm websiteHTTPS://WWW.ALEXBROWN.COM
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Questions to ask David
Tailored to David’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About David
How do I contact David?
Call Raymond James & Associates at (727) 567-1000 and ask for David Williams. David works from the Fairhope, AL office.
How long has David been a financial advisor?
David has been in the industry since 1992, about 34 years. Top 10% by experience nationwide.
What licenses does David hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is David a fiduciary?
David is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is David paid?
Raymond James & Associates reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products. Ask David for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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