WC
WC

William Colburn

15 Years of Experience
Hopkinsville, KY
Broker

William Colburn is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Hopkinsville, KY, with 15 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

603 S. Main Street Suite #2, Hopkinsville, KY, 42240

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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 owns rental real estate since 2022, dedicating minimal time to it. He is also a financial advisor affiliated with Peay and Co, a branch support company, spending minimal time on this as well.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
August 2013 - Present · 12 yrs 9 mos
Raymond James Financial Services, INC.Broker
August 2013 - Present · 12 yrs 9 mos
Previous Registrations
J.J.B. Hilliard, W.L. Lyons, LLC
November 2010 - August 2013 · 2 yrs 9 mos
J.J.B. Hilliard, W.L. Lyons, LLCBroker
September 2010 - August 2013 · 2 yrs 11 mos
State Registrations15 states
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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.