William Lee Cardwell
Investment adviser representative at Raymond James & Associates, Inc.
15 yearsExperience
2 statesRegistered in
$501BFirm assets
51 yearsFirm in business
Are you William Lee Cardwell? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
15 years in the industry.
- Raymond James & Associates, Inc.Sep 2019 to now
- Stagecoach Rv Sales and Service, LLCJan 2019 to Nov 2021
- J.P. Morgan Securities LLCOct 2012 to Sep 2019
- Sbc Property Group, Inc.May 2011 to Sep 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
- Series 65 · Uniform Investment Adviser Law2006
State registrations
Registered as an investment adviser representative in 2 states (IN, TX).
Raymond James & Associates, Inc.
$501BAssets managed
531,617Clients
5,571Advisers
51 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4822244
- Firm CRD
- 705