William Anthony
William Anthony is a registered investment advisor at Raymond James & Associates, INC., based in Birmingham, AL, 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 531,617 clients with $500B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
2900 Highway 280, Suite 100, Birmingham, AL, 35223
Get directionsHistory
Regulatory History (4)
Customer Dispute
September 2010Customer Dispute
February 2010Customer Dispute
November 2009Customer Dispute
October 2009Other Business Activities
William is an officer (Treasurer), board member, and committee member for Ronald McDonald House Charities of Alabama, starting in January 2024, and a board member and committee member for the Ronald McDonald House Finance Committee since August 2020. He dedicates minimal time to the Ronald McDonald House Charities of Alabama and a few hours per week to the Finance Committee.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
Morgan Keegan & Company, INC.
Morgan Keegan & Company, INC.Broker
Regions Investment Company, INC.Broker
Hand Investment Company, INC.Broker
State Registrations22 states
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.