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William Everett Loosier

Edward Jones

Opelika, AL

CRD 5426189

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Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

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

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

Current Employers
Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2019-01-09
AL RA APPROVED 2008-01-08
  • TX RA
    APPROVED_RES
    Since 2019-01-09
  • AL RA
    APPROVED
    Since 2008-01-08

Branch Locations

511 Geneva St, Opelika, AL 36801 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Edward Jones St Louis MO 09/2007 Present
Other Businesses

"Opelika Chamber of Commerce Opelika, AL Start date: 7/18/2014 Board Memeber Hours per week: 0 Hours during trading: 0 General board of directors membership - responsibilities include discussion of all Chamber scheduling, membership, planning,& budget. BRIEF_DESCRIPTION: The Rokers Band Type of business: Cover Band Opelika, AL Start date: 5/20/2026 Member Hours per week: 0 Hours during trading: 0 Live music for private parties and local restaurants. Minimal compensation.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-01-04
  • S66 Uniform Combined State Law Examination
    2008-01-04
Other Names
  • William E Loosier
  • William E Loosier

View on SEC IAPD

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