WH
WH

William Huffaker

19 Years of Experience
St. Petersburg, FL
Broker

William Huffaker is a registered investment advisor at Raymond James & Associates, INC., based in St. Petersburg, FL, with 19 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

880 Carillon Parkway, St. Petersburg, FL, 33716

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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.
January 2020 - Present · 6 yrs 6 mos
Raymond James & Associates, INC.Broker
January 2020 - Present · 6 yrs 6 mos
Previous Registrations
Raymond James Financial Services Advisors, INC
September 2018 - December 2019 · 1 yr 3 mos
Raymond James Financial Services, INC.Broker
September 2018 - December 2019 · 1 yr 3 mos
Hodges Capital Management INC
December 2016 - September 2018 · 1 yr 9 mos
First Dallas Securities, INC.
December 2016 - September 2018 · 1 yr 9 mos
First Dallas Securities IncorporatedBroker
December 2016 - September 2018 · 1 yr 9 mos
Wfg Advisors, LP
October 2009 - December 2016 · 7 yrs 2 mos
Wfg Investments, INC.Broker
February 2009 - December 2016 · 7 yrs 10 mos
H.D. Vest Investment ServicesBroker
January 2008 - November 2008 · 10 mos
Chase Investment Services CORP.Broker
October 2007 - December 2007 · 2 mos
Fidelity Brokerage Services LLCBroker
June 2006 - August 2007 · 1 yr 2 mos
State Registrations1 state
FL
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.