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William Ainsworth

3 Years of Experience
Evansville, IN
Broker

William Ainsworth is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Evansville, IN, 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

Evansville, IN

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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 is an employee of Four G, LLC, working as a financial advisor under the DBA Grabbe Wealth and Retirement Group. This takes about half of his time and occurs during trading hours.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
March 2023 - Present · 3 yrs 2 mos
Raymond James Financial Services, INC.Broker
October 2022 - Present · 3 yrs 7 mos
Raymond James Financial Services, INC.
October 2022 - Present · 3 yrs 7 mos
State Registrations11 states
ALAZCOFLILINKYMDNVOHWI
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 Ainsworth - Financial Advisor | TrueAdvisor