William Looney
William Looney is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Hinton, OK, 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
Firm Size
IM Fee
Assets Under Management
Location
115 North Broadway, Suite 30, Hinton, OK, 73047
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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William is an independent contractor and owner of Redrock Wealth Advisors since 2021. He works as a financial advisor, dedicating about 10-20% of his time to this business, including during trading hours.
Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
Raymond James Financial Services Advisors, INC
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLC
Investment Professionals, INC.Broker
Investment Professionals, INC.
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations13 states
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