William Zufall
William Zufall is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Medina, OH, with 25 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
387 Medina Road, Suite 500, Medina, OH, 44256
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 2013Other Business Activities
William is the Head Girls Soccer Coach for Highland Local Schools, dedicating about a quarter of his time to this role. He also spends minimal time running taxes and paying branch expenses for Zufall Financial Services, where he is an owner.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations28 states
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