William Ockerlund (CRD# 1078789) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Islamorada, FL and has over 41 years of experience in the finance industry.
CRD# 2256527
Reef Advisors LLC
CRD# 2253731
Raymond James Financial Services Advisors, Inc.
CRD# 1461169
Raymond James Financial Services Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Arcadia Capital | Holland, MI | Sep 2022 - Current | 1 |
| Macatawa Capital LLC | Islamorada, FL | Oct 2019 - Current | 4 |
| Raymond James Financial Services, Inc. | Holland, MI | Sep 2019 - Current | 4 |
| Raymond James Financial Services Advisors, Inc. | Holland, MI | Sep 2019 - Current | 4 |
| Ockerlund Capital & Wealth Management | Holland, MI | Sep 2019 - Current | 4 |
| Wells Fargo Clearing Services, LLC | Holland, MI | Aug 2000 - Sep 2019 | 19 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1982 |
| S66 | NASAA Uniform Combined State Law Examination | Oct 2010 |
- FL
- MI
- TX
-
Total Assets Under Management275,430MILLIONS
-
Total Number of Accounts985,117ACCOUNTS
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Average Account Value$279,591
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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