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William Allbright

42 Years of Experience
Dallas, TX
1 DisclosureBroker

William Allbright is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Dallas, TX, with 42 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

6116 North Central Expressway, Suite 902, Dallas, TX, 75206

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History

Regulatory History (1)
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Regulatory
November 2006
Final
Other Business Activities

William is an attorney and owner/proprietor of William R. Allbright, Attorney at Law since 1983, dedicating about 10-20% of his time to legal consulting and tax preparation. He also owns Allbright Financial Services, Inc., a support company for business expenses, but spends minimal time on it.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
November 2018 - Present · 7 yrs 6 mos
Raymond James Financial Services, INC.Broker
October 1988 - Present · 37 yrs 7 mos
Previous Registrations
Allbright Financial Advisors INC
November 2006 - December 2018 · 12 yrs 1 mo
Pennington/bass Equities, INC.Broker
October 1983 - October 1988 · 5 yrs
State Registrations11 states
CODCFLILNCNJNYOHPATXUT
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.