WC
WC

William Caywood

19 Years of Experience
Evans, GA
Broker

William Caywood is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Evans, GA, 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 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

William owns rental real estate, dedicating minimal time to it. He also works as an independent contractor for Fehrman Investment Group, advising clients on their assets and financial plans, which takes about 10-20% of his time.

Employment History
Current Registrations
Raymond James Financial Services, INC.
July 2009 - Present · 17 yrs
Raymond James Financial Services, INC.Broker
July 2009 - Present · 17 yrs
Previous Registrations
Suntrust Investment Services, INC.
October 2008 - July 2009 · 9 mos
Suntrust Investment Services, INC.Broker
October 2008 - July 2009 · 9 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2006 - April 2008 · 1 yr 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 2006 - April 2008 · 1 yr 7 mos
State Registrations12 states
AKALCAFLGAKSKYMDNCSCTNTX
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.