William Basler
William Basler is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in St. Louis, MO, with 5 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
Firm Size
IM Fee
Assets Under Management
Location
6074 Telegraph Rd, St. Louis, MO, 63129
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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William is an associate/employee at RW Basler & Co., advising clients on their finances, taking about half of his time. He is also a finance/investment committee member at St. Pius High School, dedicating minimal time.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
State Registrations7 states
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