William Ramsay Easterling

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

• 09/2007 → 09/2020
  Merrill Lynch
  Quincy, IL
• 09/2020 → Present
  Raymond James Financial Services, Inc.
  Quincy, IL
• 09/2020 → Present
  Raymond James Financial Services Advisors, Inc.
  Quincy, IL
• 09/2020 → Present
  Easterling Private Wealth Partners
  Quincy, IL

Previous Registrations

• 2007-09-21 → 2020-09-24
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Quincy, IL
• 2005-05-02 → 2007-10-04
  A. G. Edwards & Sons, Inc.
  Quincy, IL
  Quincy, IL

Other Businesses

1)Name of Business: Easterling Private Wealth Partners Address: 3915 Maine Street, Quincy, IL, 62305, United States Activity Type: Support Company - Owner Position/Title: Officer - CEO, Officer - President Investment Related: No Start Date: 09/23/2020 Hours per month devoted to this business: 0 Hours per month devoted to this business during trading hours: 0 Description of duties: CEO/President of Easterling Private Wealth Partners, LLC 2) Salvation Army, Investment Related, Quincy, IL, Sub Committee member, started 07/2019, 1 hours devoted, 1 hours devoted during trading hours, Review income/expenses for local Salvation Army to help keep them on track.

Exams

• S66 Uniform Combined State Law Examination
  2005-04-29
• S63 Uniform Securities Agent State Law Examination
  2004-03-20

Other Names

• William R Easterling
• William R Easterling
• Ramsay Easterling
• W Ramsay Easterling
• William Ramsay Easterling