William Campbell
William Campbell is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in York, PA, with 34 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
30 S. George Street, York, PA, 17401
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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 regional sales manager for Fulton Bank and in sales management for Fulton Financial Advisors, dedicating a significant amount of time to these roles. He also works as a sales manager of non-variable life insurance sales for Specific Solutions, spending a few hours per week on this activity.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James Financial Services
Primevest Financial Services, INC.
Primevest Financial Services, INC.Broker
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
M&t Securities, INC.Broker
Allfirst Brokerage CorporationBroker
Janney Montgomery Scott INC.Broker
Dean Witter Reynolds INC.Broker
State Registrations49 states
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