Kaila Lanette Williams
Investment Adviser Representative at Raymond James & Associates, Inc.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Kaila Lanette Williams is an investment adviser representative in Fife Lake, MI, currently registered with Raymond James Financial Services Advisors, Inc and Raymond James & Associates, Inc. They have worked in the securities industry since 2020 and were previously registered with Merrill Lynch, Pierce, Fenner & Smith Incorporated. They have passed 4 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 24 (general securities principal). They are registered to provide investment advice in Michigan.
Registrations & licenses
- Investment adviser:
- Michigan
- Broker:
1 state or territory
Michigan
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedDec 2018 – Feb 2020Traverse City, MI
- Ferris State UniversityMay 2018 – Dec 2018Big Rapids, MI
- Ferris State UniversityOct 2016 – Dec 2018Big Rapids, MI
- Chippewa LandingJun 2014 – Sep 2017Manton, MI
- BANK OF America, N.A.Jan 2019 – Feb 2020Traverse City, MI
- State University Michigan Federal Credit UnionMar 2020 – Feb 2021Traverse City, MI
- Raymond James Financial Services, IncFeb 2021 – Jun 2022Traverse City, MI
- Craig Wealth Advisors, LLCFeb 2021 – Jun 2022Traverse City, MI
- Raymond James Financial Services Advisors, IncFeb 2021 – Jun 2022Traverse City, MI
- Raymond James & Associates, IncJun 2022 – no end date reportedFife Lake, MI
- Raymond James Financial Services, Inc.Jun 2022 – no end date reportedFife Lake, MI
- Raymond James Financial Services Advisors, IncJun 2022 – no end date reportedFife Lake, MI
Official records & sources
Data as of June 28, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Raymond James & Associates, Inc.
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Commissions
- Hourly
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 5,717
- Offices listed on AdvisorFinder:
- 26
- Main office:
- St. Petersburg, FL
- SEC file number:
- 801-10418
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 25, 2026
View full firm profileOther advisors at Raymond James & Associates, Inc.
Showing 12 of 5,717 in the directory
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Kaila Lanette Williams has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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