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William Sosebee

14 Years of Experience
Cullma, AL
Broker

William Sosebee is a registered investment advisor at Raymond James & Associates, INC., based in Cullma, AL, with 14 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

105 1st Avenue North, Suite F, Cullma, AL, 35055

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History

Regulatory History
Clean regulatory record

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

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Other Business Activities

William is a sports official for multiple athletic conferences, including Sunbelt, South Eastern, and Southern Conferences, officiating football. He also referees basketball games for the Alabama High School Athletic Association, dedicating a few hours per week to each activity.

Employment History
Current Registrations
Raymond James & Associates, INC.
September 2025 - Present · 8 mos
Raymond James & Associates, INC.Broker
September 2025 - Present · 8 mos
Previous Registrations
Wells Fargo Advisors
October 2011 - September 2025 · 13 yrs 11 mos
Wells Fargo Clearing Services, LLCBroker
September 2011 - September 2025 · 14 yrs
State Registrations10 states
ALCAFLILMOMSSCTNTXWA
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.