William Greene
William Greene is a registered investment advisor at Raymond James & Associates, INC., based in Franklin, TN, with 31 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
517 Church Street, Franklin, TN, 37064
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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William is a finance/investment committee member and director for Free Range Pastor, dedicating minimal time to reviewing financials and governance. He is also a partner in Wellspring Properties, LLC, involved in managing rental real estate, spending a few hours per week.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
Morgan Keegan & Company, INC.
Morgan Keegan & Company, INC.Broker
Amsouth Investment Services, INC.Broker
Invest Financial CorporationBroker
Ameristar Capital Markets, INC.Broker
State Registrations30 states
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