Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Calvin W
Series 63, Series 66
Durham, NC
Raymond James Financial
Calvin Williamson III is a financial advisor at Raymond James Financial with 20 years of industry experience. He holds the Series 63 and Series 66 credentials and previously worked at Edward Jones for 16 years. Outside of his advisory role, he co-owns Four Corners Advisor Group, an LLC focused on recruiting advisors to affiliate with their branch. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and institutions. The firm offers tailored, non-discretionary consulting using analytical tools and supports various advisory programs, distinguishing itself with municipal advisor affiliations and specialized retirement plan consulting services.
Joseph L
Series 66
Durham, NC
Raymond James Financial
Joseph Link is a financial advisor with Raymond James Financial Services Advisors, Inc. in Durham, NC. He holds a Series 66 designation and has one year of industry experience. Prior to his current role, he has been associated with Four Corners Advisor Group and Causey Financial Group. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm offers tailored, non-discretionary planning and utilizes analytical tools to support client goals, while also maintaining notable municipal advisory capabilities and specialized SIMPLE IRA advisory programs.
Willard C
Series 66, Series 63
Durham, NC
Raymond James Financial
Willard Causey Jr. is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 66 and Series 63 licenses and has 23 years of industry experience, including 20 years with Edward Jones. Causey is also the CEO of Causey Financial Group LLC, a financial services organization. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and charitable clients. The firm uses tailored, non-discretionary planning supported by analytical tools and offers specialized programs such as municipal advisory services and a SIMPLE IRA Employer Advisory & Consulting Services program.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)
Finding advisors...
Find a financial advisor
Based on your filters