William Louis Waters

Employer firm

Raymond James & Associates, Inc. CRD 705

$501B regulatory AUM 2,231 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

• 12/1999 → Present
  Raymond James & Associates, Inc.
  St. Petersburg, FL

Other Businesses

(1)Name of Business: Jobil Properties LLC Address: 6392 First Avenue North, Saint Petersburg, FL, 33710, United States Activity Type: Business Owner Position/Title: Partner Investment Related: No Start Date: 06/06/2008 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Oversee operations including all meetings and annual meetings with regards to the LLC. I also contract for all maintenance work and pay office bills for all work associated with the business from the Jobil Check book.

Exams

• S66 Uniform Combined State Law Examination
  2000-04-05