Joseph Williams has been Owner of Hilton Head Capital Partners since January 2025, is a control person of the firm and directly owns between 25% and 50% of it.
Hilton Head Capital Partners, LLC is a Hilton Head Island, SC firm with $410M under management, 671 clients and 6 advisers across 5 offices, as of its March 2026 filing.
Joseph Williams’ longest registration was 10 years at Raymond James Financial Services Advisors, Inc (2009–2019).
- Capital Management LLCAlso current– present · 3 yearsGreensboro, NC · Adviser representative · Firm CRD 109416
- Keel Point, LLC– · 1 yearWake Forest, NC · Adviser representative · Firm CRD 127902
- Raymond James Financial Services Advisors, Inc– · 10 yearsSaint Petersburg, FL · Adviser representative · Firm CRD 149018
- Raymond James Financial Services– · 1 yearSt Petersburg, FL · Adviser representative · Firm CRD 6694
- UBS Financial Services Inc.– · 4 yearsRaleigh, NC · Adviser representative · Firm CRD 8174
- Merrill Lynch Pierce Fenner & Smith Inc.– · 5 yearsSPTBG., SC · Adviser representative · Firm CRD 7691
Investment adviser representative registrations
Joseph Williams is registered as an investment adviser representative in North Carolina, since June 2023.
- North CarolinaSince 15 June 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 8 December 2021 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 3 | National Commodity Futures Examination | 30 December 2004 |
| Series 10 | General Securities Sales Supervisor - General Module Examination | 25 February 2000 |
| Series 9 | General Securities Sales Supervisor - Options Module Examination | 25 February 2000 |
| Series 63 | Uniform Securities Agent State Law Examination | 28 May 1993 |
| Series 7 | General Securities Representative Examination | 5 May 1993 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- National Commodity Futures Examination
- Name
- General Securities Sales Supervisor - General Module Examination
- Name
- General Securities Sales Supervisor - Options Module Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Joseph Christian Williams
- CRD
- 2332156
- Firm
- Hilton Head Capital Partners · CRD 299375
- Role
- Owner
- Registration
- Investment adviser registration
- In the industry since
- June 1995
- Disciplinary history
- Not yet shown here · SEC record
Where does Joseph Williams work?
Joseph Williams has been Owner of Hilton Head Capital Partners, LLC since January 2025, and is a control person of the firm.
Is Joseph Williams a financial advisor?
Yes. Joseph Williams has a current investment-adviser registration in North Carolina.
How many years of experience does Joseph Williams have?
Joseph Williams has 31 years in the financial industry, since June 1995, across 6 adviser firms.
What exams has Joseph Williams passed?
Joseph Williams has passed 6 licensing exams: the Series 7, Series 63, Series 10, Series 9, Series 3 and Series 65. The earliest, the Series 7, was passed in May 1993. FINRA credited Joseph Williams with the SIE, which began in October 2018.
Where was Joseph Williams previously registered as an investment adviser?
Joseph Williams has past investment-adviser registrations through Keel Point, LLC, December 2021 to June 2023; Raymond James Financial Services Advisors, Inc, January 2009 to June 2019; Raymond James Financial Services, May 2007 to January 2009; UBS Financial Services Inc., April 2003 to May 2007; Merrill Lynch Pierce Fenner & Smith Inc., February 1998 to April 2003, across 6 firms.
Is Joseph Williams registered with FINRA?
No. Joseph Williams has no current broker registration.
How can I verify Joseph Williams’ record?
Search CRD 2332156 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Joseph Williams’ full registration record.
