William Homard Keetley

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2015 → 08/2017
  Pnc Investments
  Newark, DE
• 08/2017 → 08/2018
  Fulton Bank
  Lewes, DE
• 02/2018 → Present
  Raymond James Financial Services, Inc.
  Lewes, DE
• 03/2018 → Present
  Raymond James Financial Services Advisors Inc.
  Lewes, DE
• 08/2018 → Present
  Fulton Bank, N.A.
  Lewes, DE

Previous Registrations

• 2015-07-01 → 2017-09-01
  Pnc Wealth Management Llc
  Wilmington, DE

Exams

• S66 Uniform Combined State Law Examination
  2015-07-01
• S63 Uniform Securities Agent State Law Examination
  1994-03-30

Other Names

• Bill Keetley