William Close
William Close is a CFP-designated registered investment advisor at Raymond James & Associates, INC., based in Chattanooga, TN, 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 531,617 clients with $500B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
537 Market Street, Ste. 105, 1st & 3rd Floors, Chattanooga, TN, 37402
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 2002Other Business Activities
William owns shares in Capitalmark Bank and is the single managing member of Close Family Car Collection, LLC since 2009. He dedicates a few hours per week to the car collection business.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
Prudential Securities IncorporatedBroker
State Registrations27 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.