WH
WH

William Hilaman

30 Years of Experience
Tallahassee, FL
1 DisclosureBroker

William Hilaman is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Tallahassee, FL, with 30 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
Loading...

Location

1614 Mahan Center Blvd, Suite 101, Tallahassee, FL, 32308

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
June 2009
Settled
Other Business Activities

William owns B & L LLC and personal rental property since 2013, dedicating minimal time to each. He also works as an independent contractor and owner for RJFS/Hilaman Group, spending about half his time on this activity.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
April 2009 - Present · 17 yrs 5 mos
Raymond James Financial Services, INC.Broker
July 2006 - Present · 20 yrs 2 mos
Previous Registrations
Raymond James Financial Services
April 2007 - October 2009 · 2 yrs 6 mos
Raymond James & Associates, INC.Broker
September 2003 - July 2006 · 2 yrs 10 mos
A. G. Edwards & Sons, INC.
January 2000 - September 2003 · 3 yrs 8 mos
A. G. Edwards & Sons, INC.Broker
January 2000 - September 2003 · 3 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 1998 - January 2000 · 1 yr 7 mos
Princor Financial Services CorporationBroker
February 1997 - July 1998 · 1 yr 5 mos
Waddell & Reed, INC.Broker
October 1995 - February 1997 · 1 yr 4 mos
State Registrations23 states
ALAZCACODCFLGAILKSMDMINCNENHNYOHOKPASCTNTXVAWA
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.