William Mcconnell
William Mcconnell is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Coral Springs, FL, with 24 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
11776 W Sample Road, Suite 105, Coral Springs, FL, 33065
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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William owns half of First Harbor Financial Services, a support company, and dedicates minimal time to it. He also owns Harborworks, a property management company, and spends minimal time on it.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations24 states
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