William Wolbrecht
William Wolbrecht is a registered investment advisor at Raymond James & Associates, INC., based in Memphis, 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
1100 Ridgeway Loop Road, Memphis, TN, 38120
Get directionsHistory
Regulatory History (5)
Customer Dispute
August 2010Customer Dispute
August 2009Customer Dispute
July 2009Customer Dispute
August 1999Customer Dispute
June 1998Other Business Activities
William is a board member at Germantown Athletic Club, attending a few meetings per year. He also owns Wolbrecht Limited Partnership, an agriculture/farming business, and spends minimal time checking on farmers and paying bills.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
Morgan Keegan & Company, INC.
Morgan Keegan & Company, INC.Broker
Morgan Stanley
Morgan Stanley Dw INC.Broker
J.C. Bradford & CO.Broker
Morgan Keegan & Company, INC.Broker
State Registrations14 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.