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William Allbright

Raymond James Financial Services Advisors, INC
42 Years of Experience
Dallas, TX
1 DisclosureBroker
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William Allbright is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Dallas, TX, with 42 years of industry experience. William is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 508,439 clients with $390B in assets under management.

Raymond James Financial Services Advisors, INC
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6696 advisors
Number of Clients
508,439 clients
Average Client Portfolio
$767K average
Assets Under Management
$390.0B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

Maximum annual fee percentage is 2.25% of assets under advisement. Specific fees are negotiable with your financial advisor based on time, complexity, and portfolio size.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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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
View Full SEC ReportHow to Read Disclosures
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 11 mos
Raymond James Financial Services, INC.Broker
October 1988 - Present · 38 yrs
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.
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