William Shepard
William Shepard is a registered investment advisor at Raymond James & Associates, INC., based in Ocala, FL, with 31 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
2701 SW 34th Street, Building 100, Ocala, FL, 34474
Get directionsHistory
Regulatory History (2)
Customer Dispute
August 2012Customer Dispute
September 2002Other Business Activities
William is a Director for Gateway To Hope, Inc., a non-profit organization focused on feeding the hungry and assisting ex-prisoners, dedicating about 10-20% of his time. He also serves as a Director for The Gannett House - First Amendment Museum, spending a few hours per week.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations19 states
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.