William Cleaver
William Cleaver is a registered investment advisor at Raymond James & Associates, INC., based in Frisco, TX, with 26 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
6303 Cowboys Way, Suite 425, Frisco, TX, 75034
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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William is the owner/proprietor of VFO Properties, LLC since 2003, which involves selecting, considering, and purchasing properties for rehab or rental. This takes about 10-20% of his time.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
Cambridge Investment Research, INC.Broker
Triad Advisors, INC.Broker
Robert W. Baird & CO. IncorporatedBroker
Nike Securities L.P.Broker
State Registrations16 states
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