William Paul Gahagan

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

• 12/2016 → 01/2019
  Compass Securities Corporation
  Braintree, MA
• 12/2014 → 12/2016
  Self-Employed
  Morrisville, NC
• 01/2020 → 06/2020
  Arrow Investment Advisors, Llc
  Laurel, MD
• 11/2016 → 08/2021
  Persistence Associates
  Cary, NC
• 08/2021 → 01/2022
  F3 Logic, Llc
  Cary, NC
• 07/2021 → 08/2021
  Self Employed-Consulting
  Morrisville, NC
• 01/2020 → 07/2021
  Archer Distributors, Llc
  Laurel, MD
• 08/2021 → 01/2022
  Independent Financial Group
  Cary, NC
• 01/2022 → Present
  Raymond James Financial Services
  Huntersville, NC
• 01/2022 → Present
  Raymond James Financial Services Advisors
  Huntersville, NC
• 01/2022 → Present
  Williamson Wealth Group
  Cornelius, NC

Previous Registrations

• 2021-08-19 → 2022-01-18
  F3Logic, Llc
  Burnsville, MN
  Cary, NC
• 2002-06-07 → 2008-05-06
  Invesco Aim Private Asset Management, Inc.
  Houston, TX

Other Businesses

(1)Name of Business: Williamson Wealth Group, Inc. Address: 7632 Norman Island Dr., Cornelius, NC, 28031, United States Activity Type: Support Company - Non Owner Position/Title: Independent Contractor Investment Related: No Start Date: 01/13/2022 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 21-40 Description of duties: Financial Planning with Clients

Exams

• S66 Uniform Combined State Law Examination
  2021-08-19
• S63 Uniform Securities Agent State Law Examination
  1994-02-28

Other Names

• Bill Gahagan
• Bill P Gahagan