William Washburn (CRD# 2599590) is an Investment Advisor Representative working at Clarity Financial Organization, LLC in Boonville, IN and has over 28 years of experience in the finance industry. William Washburn has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 6766180
Ameriprise Financial Services, LLC
CRD# 6283465
Donaldson Capital Management LLC
CRD# 5466140
Donaldson Capital Management LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Clarity Financial Organization, LLC | Boonville, IN | Jan 2021 - Current | 3 |
| Raymond James Financial Services Advisors, Inc. | Boonville, IN | Jan 2014 - Dec 2020 | 6 |
| Raymond James Financial Services, Inc. | Boonville, IN | Aug 2003 - Dec 2020 | 17 |
| Rushing Financial | Indianapolis, IN | Mar 2013 - Nov 2020 | 7 |
| Insurance - Non Variable | Indianapolis, IN | Apr 2004 - Nov 2020 | 16 |
| Washburn Financial Services, Inc. Dba Washburn Wealth Advisors | Boonville, IN | Sep 2003 - Nov 2020 | 17 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 1995 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2022 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- IN
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Total Assets Under Management20MILLIONS
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Total Number of Accounts83ACCOUNTS
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Average Account Value$246,207
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IN
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