WC
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William Crossman

3 Years of Experience
High Springs, FL
Broker

William Crossman is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in High Springs, FL, with 3 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

18575 High Springs Main St Ste 50, High Springs, FL, 32643

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

William owns Crossman Cattle Beef, raising cattle and marketing beef, dedicating a few hours per week. He also owns Panther Grass, a lawn care business for his son, and spends minimal time on it. William is also an associate/employee at Kelly Barber Group LLC DBA The Barber Group, working about half his time as a financial advisor.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
August 2022 - Present · 3 yrs 11 mos
Raymond James Financial Services, INC.Broker
April 2022 - Present · 4 yrs 3 mos
State Registrations6 states
CAFLGAIANCTN
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.