William Wansley, financial advisor Laurel MS
93 score

William Wansley

CRD Number: 1236891
Current Firm: Raymond James Financial Services Advisors, Inc.

William Wansley (CRD# 1236891) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Laurel, MS and has over 23 years of experience in the finance industry.

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Company Name Location Dates Years
Non-variable Insurance Laurel, MS Oct 2009 - Current 7
Raymond James Financial Services Advisors, Inc. Laurel, MS Jan 2009 - Current 7
Raymond James Financial Services, Inc. Laurel, MS Apr 1985 - Current 31
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1993
S65 NASAA Investment Advisors Law Examination Jul 2003
Contact Info for William R. Wansley
Phone Number: 727-567-5877
Registered State(s):
  • MS
By the Numbers
  • Total Assets Under Management
    64,210
    MILLIONS
  • Total Number of Accounts
    224,839
    ACCOUNTS
  • Average Account Value
    $285,581
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • 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
Types of Clients
Registered States

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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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