Best Investors Account Sign in

William Overton Day

Raymond James & Associates, Inc.

Tampa, FL

CRD 1752914

Claim This Profile
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:

Current Employers
Raymond James & Associates, Inc.

880 Carillon Parkway, St. Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2016-07-07
  • FL RA
    APPROVED
    Since 2016-07-07

Branch Locations

100 North Tampa Suite 2400, Tampa, FL 33602 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Raymond James And Associates Tampa FL 07/2016 Present
  • 07/2016 → Present
    Raymond James And Associates
    Tampa, FL
Previous Registrations
  • 2009-06-01 → 2016-07-29
    Morgan Stanley
    Tampa, FL
    Tampa, FL
  • 2009-04-16 → 2009-06-01
    Morgan Stanley & Co. Llc
    Tampa, FL
  • 1996-04-25 → 2009-04-13
    Truist Investment Services, Inc.
    Brooksville, FL
    St. Petersburg, FL
    Valrico, FL
    Tampa, FL
    Tampa, FL
    Seffner, FL
    Lutz, FL
    Lutz, FL
    Tampa, FL
    Tampa, FL
    Tampa, FL
    Tampa, FL
    Tampa, FL
    Tampa, FL
    Tampa, FL
    Dunedin, FL
    Tampa, FL
    Brandon, FL
    Tampa, FL
    Tampa, FL
    Tampa, FL
    Tampa, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1990-12-31
S63 Uniform Securities Agent State Law Examination 1989-11-22
  • S65 Uniform Investment Adviser Law Examination
    1990-12-31
  • S63 Uniform Securities Agent State Law Examination
    1989-11-22
Designations
  • Certified Financial Planner
Other Names
  • Billy Day

View on SEC IAPD

Nearby Firms

STRATEGIC WEALTH INVESTMENT GROUP, LLC
INDEPENDENT ADVISOR ALLIANCE, LLC
UNITED CAPITAL FINANCIAL ADVISORS

Nearby Investors

PETER CASEY GAYLE
John Luke Robinson
MICHAEL MOFFA

Nearby Offices

STRATEGIC WEALTH INVESTMENT GROUP, LLC · Tampa, FL
INDEPENDENT ADVISOR ALLIANCE, LLC · Tampa, FL
UNITED CAPITAL FINANCIAL ADVISORS · TAMPA, FL

More in Tampa, FL

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor