William LawsonCRD Number: 1335348
Current Firm: Raymond James & Associates, Inc.
William Lawson (CRD# 1335348) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Knoxville, TN and has over 31 years of experience in the finance industry.
Retirement Planning Services, LLC
Ubs Financial Services Inc.
Cw Securities, LLC
|Raymond James & Associates, Inc.||Knoxville, TN||Feb 2013 - Current||4|
|Morgan Keegan & Company, Inc.||Knoxville, TN||Aug 2006 - Feb 2013||6|
|Wachovia Securities, LLC||Knoxville, TN||Jun 2003 - Aug 2006||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 1986|
|S65||NASAA Investment Advisors Law Examination||Mar 1999|
Total Assets Under Management91,401MILLIONS
Total Number of Accounts317,837ACCOUNTS
Average Account Value$287,573
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
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