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William Seibert

Raymond James & Associates, INC.
30 Years of Experience
Houma, LA
5 DisclosuresBroker
View SEC Summary
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William Seibert is a registered investment advisor at Raymond James & Associates, INC., based in Houma, LA, with 30 years of industry experience. William is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 531,617 clients with $500B in assets under management.

Raymond James & Associates, INC.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5819 advisors
Number of Clients
531,617 clients
Average Client Portfolio
$942K average
Assets Under Management
$501.0B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

Fees are not to exceed an annual rate of 2.25% of the value of assets on which investment consulting services are provided. Specific fee schedules for wrap fee programs and managed accounts are detailed in the separate Wrap Fee Program Brochure.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

7731 Park Avenue, Houma, LA, 70364

Get directions

History

Regulatory History (5)
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
January 2023
Settled
Customer Dispute
January 2021
Settled
Customer Dispute
October 2008
Closed-No Action
Customer Dispute
September 2008
Closed-No Action
Customer Dispute
November 2007
Closed-No Action
View Full SEC ReportHow to Read Disclosures
Other Business Activities

William is a partner in The Settlement Land Company, LLC, an agriculture/farming business involving a duck hunting lease. He spends a few hours per week on this activity, reinvesting surplus funds into the hunting property.

Employment History
Current Registrations
Raymond James & Associates, INC.
February 2013 - Present · 13 yrs 8 mos
Raymond James & Associates, INC.
February 2013 - Present · 13 yrs 8 mos
Raymond James & Associates, INC.Broker
February 2013 - Present · 13 yrs 8 mos
Previous Registrations
Morgan Keegan & Company, INC.Broker
June 2005 - February 2013 · 7 yrs 8 mos
Morgan Keegan & Company, INC.
June 2005 - February 2013 · 7 yrs 8 mos
Wells Fargo Brokerage Services, L.L.C.Broker
March 2003 - December 2003 · 9 mos
Wells Fargo Investments, LLC
September 2002 - April 2005 · 2 yrs 7 mos
Wells Fargo Investments, LLCBroker
June 2001 - April 2005 · 3 yrs 10 mos
Wells Fargo Brokerage Services, L.L.C.Broker
June 2001 - August 2002 · 1 yr 2 mos
Pritchard Capital Partners, LLCBroker
January 2001 - June 2001 · 5 mos
Bank United Securities CORP.Broker
March 1996 - January 2001 · 4 yrs 10 mos
State Registrations47 states
AKALARAZCACOCTDCFLGAHIIDILINKSKYLAMAMDMEMIMNMOMSNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAWAWIWVWY
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.
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