William Roger Washburn

Employer firm

Clarity Financial Organization, LLC CRD 311905

$26.0M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2003 → 12/2020
  Raymond James Financial Services, Inc.
  Boonville, IN
• 04/2004 → 11/2020
  Insurance - Non Variable
  Indianapolis, IN
• 03/2013 → 11/2020
  Rushing Financial
  Indianapolis, IN
• 01/2014 → 12/2020
  Raymond James Financial Services Advisors, Inc.
  Boonville, IN
• 09/2003 → 11/2020
  Washburn Financial Services, Inc. Dba Washburn Wealth Advisors
  Boonville, IN
• 01/2021 → Present
  Clarity Financial Organization, Llc
  Boonville, IN

Previous Registrations

• 2014-01-07 → 2020-12-08
  Raymond James Financial Services Advisors, Inc
  Boonville, IN
• 1999-02-03 → 2003-09-04
  J.J.B. Hilliard, W.L. Lyons, Llc
  Evansville, IN

Other Businesses

Insurance Agent, Investment Related, Boonville, IN, Fixed Insurance Agent, Start Date 03/2013, 4 hours per month devoted, 0 hours per month devoted during securities trading. Fixed insurance sales under insurance agency DPL Financial Partner (Start date 06/2022)

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-12-07
• S63 Uniform Securities Agent State Law Examination
  1995-05-26

Designations

• Certified Financial Planner