William Orbin
William Orbin is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Flower Mound, TX, with 30 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
2605 Sagebrush Dr, #102, Flower Mound, TX, 75028
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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William is an independent contractor and owner of Orbin Wealth Management, a support company for a financial services business. He dedicates about half of his time to this activity, including during trading hours.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors Financial Network, LLCBroker
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations18 states
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