Advisor at Raymond James Financial
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Firm
Raymond James Financial
Location
Hopkinsville, KY 42240
Credentials
Series 66
Industry experience
15 years
William Colburn is a financial advisor with Raymond James Financial Services Advisors, Inc. based in Hopkinsville, KY. He holds a Series 66 designation and has 15 years of industry experience. He has been affiliated with Peay and Co. and Raymond James since 2013. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm emphasizes non-discretionary financial planning and consulting, offering tailored investment recommendations supported by firm research and a broad affiliate network.
Based on Raymond James Financial
Based on Raymond James Financial
Fixed (flat) dollar fees may be charged for planning and/or investment consulting services
Commissions are charged in brokerage accounts when implementing financial plans or recommendations; fees and commissions may be offset or discounted for legacy clients.
Hourly rates for planning and/or investment consulting services generally up to $400 per hour
Fee-only: Hourly fees generally up to $400 per hour; fees may also be fixed (flat) dollar amounts or a percentage of assets under advisement not to exceed 2.25%
603 S. Main Street Suite #2
Hopkinsville, KY 42240
Kentucky
Peay and Co.
2013 - Present (13 years)
Raymond James Financial Services INC.
2013 - Present (13 years)
Raymond James Financial Services Advisors INC.
2013 - Present (13 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Series 66
Hopkinsville, KY
Van Clemens Wealth Management, LLC
CFP®, Series 63, Series 65
Hopkinsville, KY
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Series 66
Hopkinsville, KY
Robert Baird & Co.
Series 66
Hopkinsville, KY
Robert Baird & Co.
Series 63
Hopkinsville, KY
Robert Baird & Co.
Series 63, Series 65
Hopkinsville, KY
Robert Baird & Co.
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