William Robert Allbright

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

• 10/1988 → Present
  Raymond James Financial Services, Inc.
  Dallas, TX
• 11/1983 → Present
  William R. Allbright, Attorney At Law
  Dallas, TX
• 01/1984 → 12/2018
  Allbright Financial Advisors, Inc.
  Dallas, TX
• 10/2018 → Present
  Raymond James Financial Services Advisors Inc.
  Dallas, TX
• 11/2018 → Present
  Allbright Financial Services, Inc.
  Dallas, TX

Previous Registrations

• 2006-11-06 → 2018-12-31
  Allbright Financial Advisors Inc
  Dallas, TX

Other Businesses

1) Name of Business: William R. Allbright, Attorney at Law Address: 6116 N Central Expy Ste 902, Dallas, TX, 75206, United States Activity Type: Attorney Position/Title: Owner/Proprietor Investment Related: No Start Date: 11/04/1983 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Legal consulting and tax return preparation 2) Name of Business : Allbright Financial Services, Inc. Address: 6116 N Central Expy Ste 902,Dallas, TX Nature of the Business: Support Company/DBA (Owner) Position/Title: Support Company/DBA (Owner) Investment Related: No Start Date: 11/15/2018 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Support Company for business expenses. 3)Name of Business : NA Address: 6116 N Central Expy Ste 902,Dallas, TX Nature of the Business: Attorney Position/Title: Proprietor/Owner Investment Related: No Start Date: 11/04/1983 Hours per month devoted to this business: 20 Hours per month devoted to this business during trading hours: 0 Description of duties: Legal consulting and tax return preparation

Exams

• S63 Uniform Securities Agent State Law Examination
  1982-03-22