William Spell
William Spell is a registered investment advisor at Raymond James & Associates, INC., based in The Villages, FL, with 16 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
Brownwood Paddock Square, 2631 West Torch Lake Drive, The Villages, FL, 32163
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Regulatory History (1)
Customer Dispute
March 2021Other Business Activities
William is a partner in Med Assist of FL, LLC, where his wife will be doing botox parties, and he is on the LLC for access to accounts if needed, dedicating minimal time. He is also a managing member of Reel Tight Precision, LLC, an occasional charter service, and a partner in RNR Landholdings LLC, assisting with his wife's farm, dedicating about 10-20% of his time.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Edward Jones
Edward JonesBroker
State Registrations40 states
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