William Lendl
William Lendl is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in West Chester, OH, with 23 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
8859 Cincinnati-Dayton Road, Suite 103, West Chester, OH, 45069
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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William owns and operates income-producing real estate as a passive investor, dedicating about 10-20% of his time. He also owns a support company for his RJFS business and is the branch owner of Voyacy Wealth Advisors, dedicating nearly full-time hours to this.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations8 states
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