William Washburn, financial advisor Boonville IN

William Washburn

CRD Number: 2599590
Current Firm: Raymond James Financial Services Advisors, Inc.

William Washburn (CRD# 2599590) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Boonville, IN and has over 24 years of experience in the finance industry. William Washburn has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Raymond James Financial Services Advisors Inc. Boonville, IN Jan 2014 - Current 6
Rushing Financial Indianapolis, IN Mar 2013 - Current 7
Washburn Financial Services, Inc. Dba Washburn Wealth Advisors Boonville, IN Sep 2007 - Current 12
Insurance - Non Variable Indianapolis, IN Apr 2004 - Current 16
Washburn Wealth Advisors Boonville, IN Apr 2004 - Current 16
Raymond James Financial Services Boonsville, IN Aug 2003 - Current 16
Boonville Middle School Boonville, IN Jun 2009 - Apr 2014 4
Studio Bee Board Of Directors Boonville, IN Nov 2006 - Dec 2011 5
St. Mary's Hospital - Warrick Boonville, IN Jan 2006 - Sep 2010 4
Insurance - Non Variable Cincinnati, OH Oct 2004 - Sep 2010 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1995
Contact Info for William R. Washburn
Phone Number: 727-567-3020
Registered State(s):
  • IN
By the Numbers
  • Total Assets Under Management
    117,643
    MILLIONS
  • Total Number of Accounts
    400,197
    ACCOUNTS
  • Average Account Value
    $293,964
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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BADGES
Clean Record
This advisor has a clean track record with regulators.

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