William Martin
William Martin is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Lancaster, KY, with 2 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
20 Commerce Drive, Lancaster, KY, 40444
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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William advises the leadership team at Darby Community Church on financial stewardship and is a financial advisor at Independent Financial Services, dedicating about half of his time to this role. He will also be the tournament director for the Southern Athletic Association conference tennis tournament.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
State Registrations12 states
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