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William Dalton Beck

Raymond James & Associates, Inc.

Tuscaloosa, AL

CRD 7418330

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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:

Current Employers
Raymond James & Associates, Inc.

880 Carillon Parkway, St. Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-11-19
AL RA APPROVED 2025-10-13
  • TX RA
    APPROVED
    Since 2025-11-19
  • AL RA
    APPROVED
    Since 2025-10-13

Branch Locations

200 Marina Drive, Tuscaloosa, AL 35406 • 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
Raymond James & Associates, Inc. Tuscaloosa AL 07/2025 Present
Ktb Global Birmingham AL 05/2022 05/2023
Tall Pines Logistics Birmingham AL 05/2023 05/2024
Farley Enterprises Duncanville AL 05/2024 06/2025
University Of Alabama Tuscaloosa AL 08/2018 05/2022
American Christian Academy Tuscaloosa AL 08/2014 05/2018
  • 07/2025 → Present
    Raymond James & Associates, Inc.
    Tuscaloosa, AL
  • 05/2022 → 05/2023
    Ktb Global
    Birmingham, AL
  • 05/2023 → 05/2024
    Tall Pines Logistics
    Birmingham, AL
  • 05/2024 → 06/2025
    Farley Enterprises
    Duncanville, AL
  • 08/2018 → 05/2022
    University Of Alabama
    Tuscaloosa, AL
  • 08/2014 → 05/2018
    American Christian Academy
    Tuscaloosa, AL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-10-10
  • S66 Uniform Combined State Law Examination
    2025-10-10
Other Names
  • William D Beck

View on SEC IAPD

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BARBARA BUZAN BECK
BRADLEY GILBERT GRAY
Harrison Schmitt

Nearby Offices

EAGLE STRATEGIES LLC · TUSCALOOSA, AL
JMF CAPSTONE WEALTH MANAGEMENT · TUSCALOOSA, AL
MONEY CONCEPTS CAPITAL CORP · Tuscaloosa, AL

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