William Bradley Chalmers

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

• 08/1986 → Present
  Raymond James Financial Services, Inc.
  Dubuque, IA
• 01/2009 → Present
  Raymond James Financial Services Advisors, Inc
  Dubuque, IA
• 06/2009 → 03/2019
  Investment Oversight Avisory Commission For City Of Debuque
  Dubuque, IA
• 11/2007 → 12/2023
  Chalmers & Eaton Investment Services, Llc
  Dubuque, IA

Other Businesses

(1)Name of Business: Chalmers Investment Services LLC Address: 320 Alpine St, Dubuque, IA, 52001, United States Activity Type: Support Company - Owner Position/Title: Independent Contractor, Other Investment Related: No Start Date: 06/24/2016 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 21-40 Description of duties: Owner/Member

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-12-20
• S63 Uniform Securities Agent State Law Examination
  1981-11-18

Other Names

• William B Chalmers