William Berry
William Berry is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Houston, TX, with 38 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
Firm Size
IM Fee
Assets Under Management
Location
13910 Champion Forest Dr, Suite 101, Houston, TX, 77069
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
William works as a non-variable insurance agent since 2021, spending a few hours per week on this activity. He identifies Medicare eligible prospects and presents solutions for expenses not covered by Medicare.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Banc One Securities Corporation
Banc One Securities CorporationBroker
Painewebber IncorporatedBroker
Rotan Mosle INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations6 states
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