William Mixdorf is a CFP-designated registered investment advisor, based in Plano, TX, with 35 years of industry experience.
Location
Plano, TX
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Regulatory History
Clean regulatory record
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 is an agent selling fixed insurance products from a branch location. He also serves as a trustee for a family trust account.
Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
August 2025 - Present · 9 mos
Raymond James Financial Services Advisors, INC
August 2025 - Present · 9 mos
Previous Registrations
Commonwealth Financial Network
January 2010 - August 2025 · 15 yrs 7 mos
Commonwealth Financial NetworkBroker
January 2010 - August 2025 · 15 yrs 7 mos
Financial Network Investment CorporationBroker
October 1992 - February 2010 · 17 yrs 4 mos
Financial Network Investment Corporation
October 1992 - February 2010 · 17 yrs 4 mos
Cambridge-Newport Company, INC.Broker
March 1992 - November 1992 · 8 mos
Equity Services, INC.Broker
April 1991 - March 1992 · 11 mos
Dominion Capital CorporationBroker
April 1990 - April 1991 · 1 yr
State Registrations10 states
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AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.