William Hargreaves
William Hargreaves is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Johnstown, PA, 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
1404 Dwight Drive, Johnstown, PA, 15904
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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William is an advisory board member at Sunnehanna Country Club, advising on club activities. He is also an independent contractor and owner of William J. Hargreaves, LLC, a support company, as required by his employment with RJFS; both activities require minimal time.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
First Clearing, LLCBroker
Wells Fargo Advisors, LLCBroker
Planco Financial Services, INC.Broker
Evergreen Investment Services, INC.Broker
First Union Securities, INC.Broker
Mentor Services Company, LLCBroker
State Registrations9 states
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.