WC
WC

William Counsman

30 Years of Experience
St. Petersburg, FL
Broker

William Counsman is a registered investment advisor at Wells Fargo Advisors, based in St. Petersburg, FL, with 30 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

St. Petersburg, FL

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History

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.

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Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
January 2026 - Present · 4 mos
Wells Fargo Advisors
January 2026 - Present · 4 mos
Previous Registrations
Raymond James Financial Services Advisors, INC
March 2009 - January 2025 · 15 yrs 10 mos
Raymond James Financial Services
February 2004 - October 2009 · 5 yrs 8 mos
Raymond James Financial Services, INC.Broker
January 1999 - January 2025 · 26 yrs
Robert Thomas Securities, INCBroker
December 1995 - January 1999 · 3 yrs 1 mo
Raymond James & Associates, INC.Broker
May 1994 - December 1995 · 1 yr 7 mos
State Registrations2 states
CAFL
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.