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CFP

William Raymon

Benjamin F. Edwards & Company, Incorporated
29 Years of Experience
Birmingham, AL
1 DisclosureBroker
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William Raymon is a CFP-designated registered investment advisor at Benjamin F. Edwards & Company, Incorporated, based in Birmingham, AL, with 29 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 Alternative Investments, Annuities, Business Owners, Charitable Giving, and 10 more. Their firm serves 33,057 clients with $19B in assets under management.

Benjamin F. Edwards & Company, Incorporated
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
518 advisors
Number of Clients
33,057 clients
Average Client Portfolio
$572K average
Assets Under Management
$18.9B

Fee Structure

Minimum Investment:$5K
Investment management only (planning not offered)
Minimum Annual Fee:$125
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Maximum total wrap fee is 2.50% annually, combining advisor and manager fees. Specific strategy rates vary, and fees are fully negotiable.

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

Location

Shades Creek Plaza, 850 Shades Creek Parkway, Suite 310, Birmingham, AL, 35209

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History

Regulatory History (1)
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Criminal
December 1994
Final Disposition
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Benjamin F. Edwards & Company, INC.Broker
May 2018 - Present · 8 yrs 5 mos
Benjamin F. Edwards & Company, Incorporated
May 2018 - Present · 8 yrs 5 mos
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
January 2008 - May 2018 · 10 yrs 4 mos
Wells Fargo Clearing Services, LLC
January 2008 - May 2018 · 10 yrs 4 mos
A. G. Edwards & Sons, INC.
April 1998 - January 2008 · 9 yrs 9 mos
A. G. Edwards & Sons, INC.Broker
July 1997 - January 2008 · 10 yrs 6 mos
State Registrations17 states
ALCODCFLGAINKYLAMSNCNJPASCTNTXVAWV
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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