William Loemker Furber

Employer firm

Park State Asset Management LLC CRD 336573

$192M regulatory AUM 10 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers

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

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

Current Employers

Employment History

• 05/2010 → 09/2016
  Deutsche Bank Securities Inc.
  Boston, MA
• 09/2016 → 04/2025
  Raymond James & Associates, Inc.
  Boston, MA
• 04/2025 → Present
  Park State Asset Management, Llc
  Boston, MA

Previous Registrations

• 2010-02-08 → 2010-09-14
  High Street Advisors, L.P
  Manchester, MA
• 2000-11-11 → 2009-12-31
  High Street Advisors, L.P
  Manchester, MA

Exams

• S63 Uniform Securities Agent State Law Examination
  2003-01-28
• S65 Uniform Investment Adviser Law Examination
  2000-10-18

Other Names

• William L Furber