William Middleton
William Middleton is a registered investment advisor at Raymond James & Associates, INC., based in Columbus, GA, with 28 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
260 Brookstone, Centre Parkway, Columbus, GA, 31904
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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William is the Operating Manager of Broken Arrow Land Company, LLC, since January 2024. He dedicates a few hours per week to this investment-related activity.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
Morgan Keegan & Company, INC.
Morgan Keegan & Company, INC.Broker
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations17 states
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