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William Dukelow

38 Years of Experience
Ponte Vedra Beach, FL
Broker

William Dukelow is a registered investment advisor at Raymond James & Associates, INC., based in Ponte Vedra Beach, FL, 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 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

814 A1A North, SUITES 100 and 303, Ponte Vedra Beach, FL, 32082

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Employment History
Current Registrations
Raymond James & Associates, INC.
December 2016 - Present · 9 yrs 5 mos
Raymond James & Associates, INC.Broker
December 2016 - Present · 9 yrs 5 mos
Previous Registrations
Wells Fargo Advisors
July 2003 - December 2016 · 13 yrs 5 mos
Wells Fargo AdvisorsBroker
July 2003 - December 2016 · 13 yrs 5 mos
Prudential Securities IncorporatedBroker
January 2001 - July 2003 · 2 yrs 6 mos
Prudential Securities Incorporated
January 2001 - July 2003 · 2 yrs 6 mos
Legg Mason Wood Walker, IncorporatedBroker
December 1995 - January 2001 · 5 yrs 1 mo
Prudential Securities IncorporatedBroker
December 1993 - March 1997 · 3 yrs 3 mos
Painewebber IncorporatedBroker
August 1991 - December 1993 · 2 yrs 4 mos
Prudential Securities IncorporatedBroker
April 1987 - August 1991 · 4 yrs 4 mos
State Registrations26 states
ALAZCACODCDEFLGAINKYMDMIMOMSNCNHNMOHOKORPASCTXUTVAWA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.