WK
WK
William Konchal
43 Years of Experience
Grand Island, FL
2 DisclosuresBroker
William Konchal is a registered investment advisor at Raymond James & Associates, INC., based in Grand Island, FL, with 43 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B
Fee Structure
Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location
Grand Island, FL
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Regulatory History (2)
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Customer Dispute
August 2017Settled
Customer Dispute
February 2004Settled
Employment History
Current Registrations
Raymond James & Associates, INC.
October 2010 - Present · 15 yrs 7 mos
Raymond James & Associates, INC.
October 2004 - Present · 21 yrs 7 mos
Raymond James & Associates, INC.Broker
October 2004 - Present · 21 yrs 7 mos
Previous Registrations
J.J.B. Hilliard, W.L. Lyons, INC.Broker
August 1998 - October 2004 · 6 yrs 2 mos
Fifth Third/the Ohio CompanyBroker
May 1992 - August 1998 · 6 yrs 3 mos
Lehman Brothers INC.Broker
February 1988 - June 1992 · 4 yrs 4 mos
E. F. Hutton & Company INCBroker
March 1984 - February 1988 · 3 yrs 11 mos
Fahnestock & CO.Broker
March 1983 - March 1984 · 1 yr
State Registrations12 states
CACOFLGAILMAMINCOHSCTNTX
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.