William Lellyett
William Lellyett is a registered investment advisor at Raymond James & Associates, INC., based in Atlanta, GA, with 46 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
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
3050 Peachtree Road, Nw, Suite 600, Atlanta, GA, 30305
Get directionsHistory
Regulatory History (8)
Customer Dispute
July 2012Customer Dispute
November 2010Customer Dispute
September 2010Customer Dispute
January 2010Customer Dispute
August 2009Customer Dispute
July 2009Customer Dispute
July 2009Customer Dispute
March 2008Other Business Activities
William is the Chair of the Board for The 300 Club of Atlanta, a non-profit organization. He dedicates a few hours per week to holding board meetings, meeting with officials and families, and making decisions on how to assist officers and their families.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
Morgan Keegan & Company, INC.
Morgan Keegan & Company, INC.Broker
The Robinson-Humphrey Company INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations26 states
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.