William HuffakerCRD Number: 5066510
Current Firm: Raymond James & Associates, Inc.
William Huffaker (CRD# 5066510) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Saint Petersburg, FL and has over 15 years of experience in the finance industry.
Commonwealth Financial Network
Financial Guidance Group, Inc.
Econologics Financial Advisors
|Raymond James & Associates||Saint Petersburg, FL||Jan 2020 - Current||1|
|Raymond James Financial Services Inc.||St. Petersburg, FL||Sep 2018 - Dec 2019||1|
|First Dallas Securities, Inc.||Dallas, TX||Dec 2016 - Sep 2018||1|
|Hodges Capital Management||Dallas, TX||Dec 2016 - Sep 2018||1|
|Wfg Investments Inc.||Dallas, TX||Dec 2008 - Dec 2016||8|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 2006|
|S66||NASAA Uniform Combined State Law Examination||Sep 2009|
Total Assets Under Management242,536MILLIONS
Total Number of Accounts758,159ACCOUNTS
Average Account Value$319,901
- 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, WY
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