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William Easterling

Raymond James Financial Services Advisors, INC
23 Years of Experience
Quincy, IL
1 DisclosureBroker
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William Easterling is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Quincy, IL, with 23 years of industry experience. William is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 508,439 clients with $390B in assets under management.

Raymond James Financial Services Advisors, INC
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6724 advisors
Number of Clients
508,439 clients
Average Client Portfolio
$767K average
Assets Under Management
$390.0B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

Maximum annual fee percentage is 2.25% of assets under advisement. Specific fees are negotiable with your financial advisor based on time, complexity, and portfolio size.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

3915 Maine Street, Suite 4, Quincy, IL, 62305

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Judgment / Lien
July 2026
View Full SEC ReportHow to Read Disclosures
Other Business Activities

William is the CEO/President of Easterling Private Wealth Partners, LLC. He is also a sub-committee member for the Salvation Army in Quincy, IL, dedicating minimal time to reviewing their income/expenses.

Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
September 2020 - Present · 6 yrs 1 mo
Raymond James Financial Services Advisors, INC
September 2020 - Present · 6 yrs 1 mo
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 2007 - September 2020 · 13 yrs
Merrill Lynch, Pierce, Fenner & Smith Incorporated
September 2007 - September 2020 · 13 yrs
A. G. Edwards & Sons, INC.
May 2005 - October 2007 · 2 yrs 5 mos
A. G. Edwards & Sons, INC.Broker
February 2005 - October 2007 · 2 yrs 8 mos
Northwestern Mutual Investment Services, LLCBroker
September 2003 - February 2005 · 1 yr 5 mos
State Registrations13 states
ARAZCACOFLGAIAILMNMONCOHTX
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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