CFP

William Hoyt

33 Years of Experience

St. Petersburg, FL

1 DisclosureBroker

William Hoyt is a CFP-designated registered investment advisor at Raymond James & Associates, INC., based in St. Petersburg, FL, with 33 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.

Raymond James & Associates, INC.

Compensation

Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly

Firm Size

5669 advisors

IM Fee

Planning only

Assets Under Management

$501.0B

Fee Structure

Investment management only (planning not offered)

Hourly Rate:Up to $400/hr

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Location

200 Central Avenue, 24th Floor, St. Petersburg, FL, 33701

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History

Regulatory History (1)

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Customer Dispute

March 2004

Denied

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Other Business Activities

William owns rental real estate property since 2022, with a rental agent handling most inquiries. He also serves on the advisory board and finance committee for the St. Petersburg Salvation Army since 2008, dedicating minimal time to each activity.

Employment History

Current Registrations

Raymond James & Associates, INC.

December 1993 - Present · 32 yrs 5 mos

Raymond James & Associates, INC.Broker

December 1993 - Present · 32 yrs 5 mos

Previous Registrations

Olde Discount CorporationBroker

May 1993 - August 1993 · 3 mos

Josephthal Lyon & Ross IncorporatedBroker

March 1993 - April 1993 · 1 mo

Lux Investor Services CorporationBroker

November 1992 - April 1993 · 5 mos

State Registrations39 states

AKALARAZCACOCTDCFLGAIAILINKYLAMAMDMEMIMNMOMSNCNENJNMNVNYOHORPARISCSDTNTXUTVAWA

AdvisorBrokerBoth

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Exams

No exam information available for this advisor.

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