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William Weber
32 Years of Experience
Grand Rapids, MI
1 DisclosureBroker
William Weber is a registered investment advisor at Raymond James & Associates, INC., based in Grand Rapids, MI, 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
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
51 Ionia Ave. SW, Floor 2, Grand Rapids, MI, 49503
Get directionsHistory
Regulatory History (1)
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Customer Dispute
June 2018Denied
Other Business Activities
William engages in fiduciary activities, acting as an attorney-in-fact, trustee, conservator, guardian, executor, or personal representative.
Employment History
Current Registrations
Raymond James & Associates, INC.
September 2018 - Present · 7 yrs 8 mos
Raymond James & Associates, INC.Broker
September 2018 - Present · 7 yrs 8 mos
Raymond James & Associates, INC.
September 2018 - Present · 7 yrs 8 mos
Previous Registrations
Ameriprise Financial Services, INC.
August 2012 - October 2018 · 6 yrs 2 mos
Ameriprise Financial Services, INC.Broker
August 2012 - October 2018 · 6 yrs 2 mos
Raymond James & Associates, INC.
May 2011 - August 2012 · 1 yr 3 mos
Raymond James & Associates, INC.Broker
June 1998 - August 2012 · 14 yrs 2 mos
Roney & CO.Broker
May 1998 - September 1999 · 1 yr 4 mos
Roney & CO. L.L.C.Broker
February 1994 - May 1998 · 4 yrs 3 mos
State Registrations8 states
FLMINCNMORSCTNTX
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.