WB
CFP
WB
CFP

William Bell

25 Years of Experience
Huntsville, AL
Broker

William Bell is a CFP-designated registered investment advisor at Raymond James & Associates, INC., based in Huntsville, AL, 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 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

305 Church Street Sw, Suite 620, Huntsville, AL, 35801

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Raymond James & Associates, INC.Broker
May 2014 - Present · 12 yrs
Raymond James & Associates, INC.
May 2014 - Present · 12 yrs
Previous Registrations
Wells Fargo Advisors, LLCBroker
January 2008 - May 2014 · 6 yrs 4 mos
Wells Fargo Advisors, LLC
January 2008 - May 2014 · 6 yrs 4 mos
A. G. Edwards & Sons, INC.
April 2002 - January 2008 · 5 yrs 9 mos
A. G. Edwards & Sons, INC.Broker
December 2001 - January 2008 · 6 yrs 1 mo
Nylife Securities INC.Broker
December 2000 - October 2001 · 10 mos
State Registrations23 states
ALARAZCAFLGAILKYLAMAMINCNJNMNYPASCTNTXUTVAWIWV
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.