William Veitch
William Veitch is a registered investment advisor at Raymond James & Associates, INC., based in Tulsa, OK, with 10 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
2431 E. 61st Street, Suite 260, Tulsa, OK, 74136
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
William is a partner in Moore Farms, LLC, a holding company for a family farm, and Veitch Arms, LLC, a holding company for firearms and accessories. William spends minimal time on each of these businesses.
Employment History
Current Registrations
Raymond James & Associates, INC.Broker
Raymond James & Associates, INC.
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
State Registrations31 states
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.