William Dietz
William Dietz is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Waco, TX, with 29 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
Firm Size
IM Fee
Assets Under Management
Location
5400 Bosque Blvd., Suite 690, Waco, TX, 76710
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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William is an owner of Dietz Financial Services, LLC, working as a financial advisor, investment advisor, registered principal, and investment management practitioner. He also serves as a Director for Fidelity Bank of Texas and as Chairman of the Board for the Texas State Affordable Housing Corporation, dedicating minimal time to each.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
UBS Financial Services INC.Broker
UBS Financial Services INC.
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations18 states
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