William Roe
William Roe is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Corning, NY, with 4 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
One Credit Union Plaza, Corning, NY, 14830
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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William works as a financial advisor for Corning Federal Credit Union and Wealth Strategies/CCU Wealth Strategies. These roles each take about half of his time.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
State Registrations9 states
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