WG
WG
William Gorman
38 Years of Experience
Philadelphia, PA
1 DisclosureBroker
William Gorman is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Philadelphia, PA, 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 508,439 clients with $390B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B
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Location
1845 Walnut St, #2380, Philadelphia, PA, 19103
Get directionsHistory
Regulatory History (1)
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Customer Dispute
April 2005Denied
Other Business Activities
William owns rental real estate property and spends minimal time on it. He is also a branch manager for Gorman Investment Group, Ltd, dedicating minimal time to this role.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
January 2009 - Present · 17 yrs 6 mos
Raymond James Financial Services, INC.Broker
October 2006 - Present · 19 yrs 9 mos
Previous Registrations
Raymond James Financial Services
October 2006 - January 2009 · 2 yrs 3 mos
Edward JonesBroker
June 1995 - October 2006 · 11 yrs 4 mos
Liberty Securities CorporationBroker
November 1991 - June 1995 · 3 yrs 7 mos
First Investors CorporationBroker
May 1987 - March 1991 · 3 yrs 10 mos
State Registrations25 states
AZCACOCTDCDEFLGAHIILMAMDMENCNJNYPATNTXVAVTVirgin IslandsWAWIWV
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.