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William Shinners
40 Years of Experience
Morristown, NJ
1 DisclosureBroker
William Shinners is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Morristown, NJ, 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
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Location
360 Mount Kemble Avenue, Morristown, NJ, 07960
Get directionsHistory
Regulatory History (1)
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Customer Dispute
November 2001Settled
Other Business Activities
William is an independent contractor for 1792 Wealth Advisors as a branch manager, focusing on business development. This takes about half of his time.
Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
June 2021 - Present · 4 yrs 11 mos
Raymond James Financial Services Advisors, INC
June 2021 - Present · 4 yrs 11 mos
Raymond James Financial Services, INC.
June 2021 - Present · 4 yrs 11 mos
Previous Registrations
Harding Wealth Associates LLC
August 2019 - December 2022 · 3 yrs 4 mos
M. S. Howells & CO.Broker
June 2019 - June 2021 · 2 yrs
Montgomery Wealth Management, LLC
February 2019 - December 2022 · 3 yrs 10 mos
Morgan Stanley
June 2009 - September 2017 · 8 yrs 3 mos
Morgan StanleyBroker
June 2009 - September 2017 · 8 yrs 3 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley
June 2002 - April 2007 · 4 yrs 10 mos
Morgan Stanley Dw INC.Broker
July 1998 - April 2007 · 8 yrs 9 mos
Painewebber IncorporatedBroker
April 1992 - July 1998 · 6 yrs 3 mos
Dean Witter Reynolds INC.Broker
December 1986 - May 1992 · 5 yrs 5 mos
Drexel Burnham Lambert IncorporatedBroker
April 1986 - December 1986 · 8 mos
Dean Witter Reynolds INC.Broker
February 1984 - May 1992 · 8 yrs 3 mos
State Registrations41 states
ALAZCACOCTDCDEFLGAHIIAILINMAMDMIMNMTNCNENHNJNMNVNYOHOKPAPRRISCTNTXUTVAVTVirgin IslandsWAWIWVWY
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.