William Roberson
William Roberson is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Vicksburg, MS, with 27 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
3530 A Manor Drive, Suite 7, Vicksburg, MS, 39180
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
William is the trustee for a life insurance trust for his wife's family, ensuring premiums are paid. He also has ownership stakes in several support companies and Roberson Investments, LLC, which owns recreational land generating income from rent and carbon credits.
Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
Raymond James Financial Services Advisors, INC
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Legg Mason Wood Walker, IncorporatedBroker
Efp Wealth Management
Fsc Securities CorporationBroker
AXA Advisors, LLCBroker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations15 states
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