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William Fowler

50 Years of Experience
Atlanta, GA
Broker

William Fowler is a registered investment advisor at Raymond James & Associates, INC., based in Atlanta, GA, with 50 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

3050 Peachtree Road, Nw, Suite 600, Atlanta, GA, 30305

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History

Regulatory History
Clean regulatory record

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

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Raymond James & Associates, INC.
February 2013 - Present · 13 yrs 3 mos
Raymond James & Associates, INC.Broker
February 2013 - Present · 13 yrs 3 mos
Previous Registrations
Morgan Keegan & Company, INC.
January 2009 - February 2013 · 4 yrs 1 mo
Morgan Keegan & Company, INC.Broker
January 2009 - February 2013 · 4 yrs 1 mo
Citigroup Global Markets INC.
April 2003 - February 2009 · 5 yrs 10 mos
Citigroup Global Markets INC.Broker
September 1979 - February 2009 · 29 yrs 5 mos
Bache Halsey Stuart Shields IncorporatedBroker
September 1977 - November 1979 · 2 yrs 2 mos
Bache Halsey Stuart INC.Broker
August 1976 - September 1977 · 1 yr 1 mo
Bache & CO IncorporatedBroker
February 1976 - August 1976 · 6 mos
Bache & CO., IncorporatedBroker
April 1975 - February 1976 · 10 mos
State Registrations14 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.