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William Dilley

40 Years of Experience
Barboursville, WV
Broker

William Dilley is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Barboursville, WV, with 40 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

5075 US Route 60, Barboursville, WV, 25504

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
August 2009 - Present · 16 yrs 9 mos
Raymond James Financial Services, INC.Broker
August 2009 - Present · 16 yrs 9 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
January 1998 - August 2009 · 11 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 1992 - August 2009 · 17 yrs 4 mos
Prudential Securities IncorporatedBroker
August 1991 - October 1991 · 2 mos
International Assets Advisory CorporationBroker
August 1988 - September 1989 · 1 yr 1 mo
J. W. Gant & Associates, INC.Broker
October 1987 - December 1987 · 2 mos
Brokers Securities, INC.Broker
April 1987 - November 1987 · 7 mos
Mutual Benefit Financial Service CompanyBroker
November 1986 - March 1987 · 4 mos
First Jersey Securities, INC.Broker
December 1982 - November 1986 · 3 yrs 11 mos
State Registrations10 states
COFLGAKYNCOHSCTXVAWV
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.