WD
WD

William Dittrich

5 Years of Experience
Franklin, MA
Broker

William Dittrich is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Franklin, MA, 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
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
Loading...

Location

443 East Central Street, Franklin, MA, 02038

Get directions

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.

Learn about disclosures →
Other Business Activities

William is an independent contractor and associate/employee at 1776 Financial since 2021, providing financial advice and administrative support to clients. This takes about half of his time, including about a quarter of his time during trading hours.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
February 2021 - Present · 5 yrs 3 mos
Raymond James Financial Services, INC.Broker
November 2020 - Present · 5 yrs 6 mos
State Registrations33 states
AZCACOCTFLGAIDILINKYMAMDMEMNMTNCNENHNMNVNYOHOKORPARISCTXUTVAVTWAWV
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.