William Francis Hartmann

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

• 11/2017 → Present
  Raymond James Financial Services, Inc.
  Marion, IL
• 09/2015 → 11/2017
  Hilliard Lyons
  Marion, IL
• 11/2017 → Present
  Raymond James Financial Services Advisors Inc.
  Marion, IL
• 11/2017 → Present
  Arcadia Wealth Group
  Marion, IL

Previous Registrations

• 2015-08-31 → 2017-12-14
  J.J.B. Hilliard, W.L. Lyons, Llc
  Panama City Beach, FL
  Marion, IL
• 2006-09-25 → 2013-12-31
  J.J.B. Hilliard, W.L. Lyons, Llc
  Marion, IL
• 2000-12-19 → 2006-09-27
  A. G. Edwards & Sons, Inc.
  Carbondale, IL
  Carbondale, IL

Other Businesses

(1)Name of Business: Arcadia Wealth Group Address: 200 Tower Square Plz, Marion, IL, 62959, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 11/20/2017 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Assisting in portfolio management.

Exams

• S66 Uniform Combined State Law Examination
  2000-12-11
• S63 Uniform Securities Agent State Law Examination
  1995-06-16

Other Names

• Bill Hartmann