William Ho is a CFP, ChFC-designated registered investment advisor at Raymond James & Associates, INC., based in Austin, TX, with 13 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.
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Location
6034 West Courtyard Drive, Suite 305, Austin, TX, 78730
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Raymond James & Associates, INC.
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
J.P. Morgan Securities LLCBroker
J.P. Morgan Securities LLC
Huntington Financial Advisors
The Huntington Investment CompanyBroker
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Nylife Securities LLCBroker
State Registrations15 states
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