DW
Don G. Williams
TRUSTWELL FINANCIAL ADVISORS
JACKSONVILLE, FL 32216
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CRD#: 1307262
DW
Professional summary
Don Gary Williams, CFP® is a registered financial advisor currently at TRUSTWELL FINANCIAL ADVISORS, LLC located in Jacksonville, Florida.
Don is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1985. Don has worked at 4 firms and has passed the Series 63, Series 3, Series 7, Series 22, Series 24 and Series 39 exams.
Question & Answer
What are your service offerings?
Investment Planning
Comprehensive Financial Planni...
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Imperial Distributors of Florida, Inc., 4101 SW 13th Street, Gainesville, Florida 32608. The entity is a non-public corporation set-up to own, operate, and manage a storage facility. Not investment-related. Since August of 1967, Mr. Williams is a Vice President and spends 5% of his time with the management of this business.
Vacation Rental Property,7870 A1A South, Unit 122, St. Augustine, Florida 32080. Vacation rental property rented to vacationers. Not investment related. Since January 2000, Mr. Williams is the sole proprietor and spends 0% of his time managing this vacation rental.
CRS (Client Relationship Summary) - RIA
Click below to view Don Gary Williams's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 1986
Experience
Current
February 5, 1991 - Present
TRUSTWELL FINANCIAL ADVISORS, LLC
Office #1: 8825 Perimeter Park Boulevard Suite 604, Jacksonville, FL 32216RIA
CRD#: 108426
JACKSONVILLE, FL
Past
February 14, 1990 - April 3, 1995
RAYMOND JAMES FINANCIAL SERVICES, INC.
BD
CRD#: 6694
ST. PETERSBURG, FL
Past
January 16, 1987 - February 20, 1990
RESOURCE SECURITIES CORPORATION
BD
CRD#: 8696
ATLANTA, GA
Past
January 14, 1985 - January 6, 1987
DIVERSIFIED FINANCIAL SECURITIES,INC.
BD
CRD#: 15709
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
TRUSTWELL FINANCIAL ADVISORS, LLC
TRUSTWELL FINANCIAL ADVISORS, LLC | WILLIAMS DON GARY | WILLIAMS D GARY & CO
CRD#: 108426 / SEC#: 801-120250
RIA
Registered Investment Advisory firm - (2/3/2021 Approved)Florida
Registered Investment Advisory firm - (2/12/2021 Terminated)Georgia
Registered Investment Advisory firm - (3/17/2021 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Florida(2/5/1991)
IAR
Georgia(6/27/2012)
IAR
North Carolina(2/3/2021)
IAR
Texas(2/3/2021)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Current Firm
TRUSTWELL FINANCIAL ADVISORS, LLC
TRUSTWELL FINANCIAL ADVISORS, LLC | WILLIAMS DON GARY | WILLIAMS D GARY & CO
CRD#: 108426 / SEC#: 801-120250
RIA
Registered Investment Advisory firm - (2/3/2021 Approved)Florida
Registered Investment Advisory firm - (2/12/2021 Terminated)Georgia
Registered Investment Advisory firm - (3/17/2021 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
8825 Perimeter Park Blvd. Suite 304, Jacksonville, FL 32216
Mailing Address
Phone number
(904) 996-7800
Established
Firm type
Fiscal year end
# of Employees
7
SEC notice filing (5 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 988 |
| AUM (Assets Under Management) | $ 218,548,065 |
Red Flags
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Company Information
TRUSTWELL FINANCIAL ADVISORS, LLC
CRD#: 108426Jacksonville, FL 32216TRUST BUT VERIFY
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Contact information
xxxxx@xxxx.xxx
