WW
CFP
WW
CFP

William Woodruff

8 Years of Experience
Ballinger, TX
Broker

William Woodruff is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Ballinger, TX, with 8 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

Ballinger, TX

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
February 2022 - Present · 4 yrs 3 mos
Raymond James Financial Services Advisors, INC
February 2022 - Present · 4 yrs 3 mos
Previous Registrations
Edward Jones
August 2017 - February 2022 · 4 yrs 6 mos
Edward JonesBroker
July 2017 - February 2022 · 4 yrs 7 mos
State Registrations26 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.
William Woodruff - Financial Advisor | TrueAdvisor