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Donald Williams

Advisor Details

Financial Advisor in Tampa, FL with 35 Year(s) of Experience

Professional Designations

Other

Personal Bio

Don Williams, CMFC®, CRPC® , has been helping investors reach their goals for over 30 years. His career path has helped build the foundation today for serving his clients as Senior Vice President at Prime Capital Investment Advisors. For his full bio click HERE

Firm Name

Prime Capital Investment Advisors

Firm Bio

Our firm was founded with a goal to provide the range of products and services to meet the expanding needs of individual clients. That goal is made a reality with the hiring of financial experts who are passionate about applying their knowledge and expertise to help clients reach for their financial goals.

Prime Capital Investment Advisors (“PCIA”) remains dedicated to the essential business framework. Through collaboration of highly trained, experienced teams of investment professionals, we have created one of the largest independent financial firms in the Midwest.

Advisor Type

RIA - Donald Williams

Firm SEC Form ADV

Firm SEC/CRD #

288712

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Firm Logo

Education

Washington & Jefferson College
Business Administration
Duration: 1985 - 1989

License(s)

Series 65

Advisor SEC/CRD #

1950478

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Are you a Fiduciary?

Yes

Do you receive any commissions or fees based upon financial products that you provide to your clients?

No

Methods of Compensation

Assets Under Management (AUM), Hourly Fee

Specialties

Preferred Client Type

Disclaimer

Advisory Services offered through Prime Capital Investment Advisors, LLC (“PCIA”), a Registered Investment Advisor. PCIA: 6201 College Blvd., 7th Floor, Overland Park, KS 66211. PCIA doing business as Qualified Plan Advisors (“QPA”) and Prime Capital Wealth Management (“PCWM”).

Contact:


Tampa, FL 33607

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