William Spain is a registered investment advisor, based in Norman, OK, with 1 years of industry experience.
Location
3940 W. Tecumseh Road, Suite 100, Norman, OK, 73072
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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William is a partner at Elwell & Spain, PLLC, where he primarily provides estate planning services, dedicating minimal time. He also works as an employee for Shayne Lester, CFP, performing administrative duties, paraplanning, and client account maintenance, taking about half of his time.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
United Planners' Financial Services of America a Limited Partner
United Planners' Financial Services of America a Limited PartnerBroker
State Registrations1 state
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