Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Robert Allbright is a financial advisor currently registered with Raymond James Financial Services Advisors, Inc. William has been in the industry since October 1983. William has an active Series 63, Series 7, and Series 24 license. William is also an attorney and has a law practice. William has been working as a financial advisor in Dallas, TX, since 2018. William provides financial planning, pension consulting, and portfolio management services to a wide range of clients, including individuals, businesses, and charitable organizations. William provides hourly and fixed-rate consultations.
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
TX
11/01/2018 - Present
Raymond James Financial Services Advisors, Inc. (DALLAS TX)
NA
10/31/1983 - 10/11/1988
PENNINGTON/BASS EQUITIES, INC.
BC
Issued 03/22/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/29/1985
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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