Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam C. Spain is an advisor at Raymond James Financial Services Advisors, Inc., with an active registration in Oklahoma. William C. Spain holds a Series 66, Series 7TO and SIE license. In addition to financial services, William C. Spain is also involved in legal services through Elwell & Spain PLLC and serves as a Vice President/Advisor for Partners in Planning Financial Services. William C. Spain has been an advisor since 2025 and provides financial planning, pension consulting, portfolio management for businesses and individuals, educational seminars, and selection of other advisors.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Hourly & fixed rate consultations
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
OK
02/06/2025 - Present
Raymond James Financial Services Advisors, Inc. (Norman OK)
BOTH
Issued 07/03/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/31/2024
Series 7TO - General Securities Representative Examination
BC
Issued 11/16/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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