William Mcrae
William Mcrae is a registered investment advisor at Raymond James & Associates, INC., based in Baton Rouge, LA, with 18 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
7350 Jefferson Hwy, Suite 490, Baton Rouge, LA, 70806
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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William owns multiple rental real estate properties through various LLCs, including 2550 Pass Road-Biloxi LLC, 290 Clear Sky-Clarksville, LLC, and others. He spends minimal time on these activities.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
State Registrations28 states
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