William C Taylor

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:

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

Current Employers

Employment History

• 07/2011 → 03/2021
  Merrill Lynch, Pierce, Fenner And Smith Incorporated
  Winston Salem, NC
• 10/2011 → 03/2021
  Bank Of America, N.A.
  Winston Salem, NC
• 03/2021 → Present
  Raymond James & Associates
  St Petersburg, FL

Previous Registrations

• 2011-10-17 → 2021-03-18
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Winston-Salem, NC
  Winston Salem, NC
  Paramus, NJ
  Saint Petersburg, FL

Other Businesses

(1)Name of Business: Robert Irvine Foundation Inc Address: 176 4th Ave NE Unit 801, St Petersburg, FL, 33701, United States Activity Type: Non profit Position/Title: Board Member Investment Related: Yes Start Date: 02/14/2025 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 2-10 Description of duties: board member on Robert Irvine Foundation. (2)Name of Business: St. Petersburg Skin and Laser Center, LLC Address: 100 40th Avenue North, St Petersburg, FL, 33703, United States Activity Type: Business Owner Position/Title: Other Investment Related: No Start Date: 09/01/2020 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: assist with CFO responsibilities

Exams

• S66 Uniform Combined State Law Examination
  2011-10-13

Other Names

• William Charles Taylor