William Chandler Spain

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

• 08/2012 → 02/2024
  University Of Oklahoma
  Norman, OK
• 02/2025 → Present
  Partners In Planning Financial Services
  Norman, OK
• 01/2024 → 02/2025
  United Planner's Financial Services Of America A Limited Partner
  Scottsdale, AZ
• 02/2025 → Present
  Raymond James Financial Services, Inc.
  Norman, OK
• 02/2025 → Present
  Raymond James Financial Services Advisors, Inc.
  Norman, OK
• 02/2025 → Present
  Shayne Lester, Cfp Sole Proprietorship
  Norman, OK

Previous Registrations

• 2024-07-03 → 2025-02-12
  United Planners' Financial Services Of America A Limited Partner
  Norman, OK
  Scottsdale, AZ

Other Businesses

(1)Name of Business: Elwell & Spain, PLLC Address: 3940 W Tecumseh Rd Ste 100, Norman, OK, 73072-1858, United States Activity Type: Attorney Position/Title: Partner Investment Related: No Start Date: 01/01/2015 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: I primarily provide estate planning services. (2)Name of Business: Partners in Planning Financial Services Address: 3940 W Tecumseh Rd Ste 100, Norman, OK, 73072-1858, United States Activity Type: Support Company - Non Owner Position/Title: Officer - Vice President Investment Related: No Start Date: 02/06/2025 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Partners in Planning Financial Services is a DBA name for Shayne Lester, CFP. We utilize this DBA as a a marketing name for our financial services business. I am a paid employee of Shayne Lester, CFP and have reported this as a separate OBA. (3)Name of Business: Shayne Lester, CFP Sole Proprietorship Address: 3940 W Tecumseh Rd Ste 100, Norman, OK, 73072-1858, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 02/06/2025 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: I am a W2 employee of Shayne Lester, CFP. My job responsibilities include administrative duties, paraplanning, client account maintenance, etc.

Exams

• S66 Uniform Combined State Law Examination
  2024-07-03

Other Names

• Will Spain
• William C. Spain