William Tumlin
William Tumlin is a registered investment advisor at Raymond James & Associates, INC., based in Beaufort, SC, with 32 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
305 Carteret Street, Beaufort, SC, 29902
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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William is a partner in 305 Carteret LLC, a real estate company that owns and leases properties, dedicating minimal time to it. He also serves as an Elder and member of the Finance/Investment Committee at First Presbyterian Church, spending a few hours per week on this role.
Employment History
Current Registrations
Raymond James & Associates, INC.Broker
Raymond James & Associates, INC.
Previous Registrations
Wells Fargo Advisors, LLCBroker
Wells Fargo Advisors, LLC
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
Forth Financial Securities, CorporationBroker
State Registrations32 states
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