William Cardwell
William Cardwell is a registered investment advisor at Raymond James & Associates, INC., based in Lafayette, IN, with 21 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
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
201 Main Street, Suite 605, Lafayette, IN, 47901
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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William is the Treasurer and a Director for Big Brothers Big Sisters of Greater Lafayette since 2020, dedicating a few hours per week to this non-profit. He helps decide on the direction of the organization and is a member of the Governance committee.
Employment History
Current Registrations
Raymond James & Associates, INC.Broker
Raymond James & Associates, INC.
Previous Registrations
J.P. Morgan Securities LLCBroker
J.P. Morgan Securities LLC
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Banc One Securities CorporationBroker
State Registrations12 states
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