William W Ho
Investment adviser representative at Raymond James & Associates, Inc.
11 yearsExperience
1 stateRegistered in
ChFC®, CFP® certificationDesignations
$501BFirm assets
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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
11 years in the industry.
- Raymond James & Associates, Inc.Apr 2024 to now
- Bank of America, N.A.Oct 2022 to Apr 2024
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedSep 2022 to Apr 2024
- JP Morgan Chase Bank, N.A.Dec 2019 to Aug 2022
- JP Morgan Securities, LLCDec 2019 to Aug 2022
- Ohio Premier Soccer ClubMay 2018 to Jul 2022
- Huntington National BankMay 2018 to Nov 2019
- The Huntington Investment CompanyApr 2018 to Nov 2019
- Club Ohio Soccer ClubAug 2015 to May 2018
- Guardian Life InsMay 2015 to May 2018
- Lifetime Financial GrowthApr 2015 to May 2018
- Park Avenue SecuritiesApr 2015 to May 2018
Designations
- ChFC®
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 1 state (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
- 6059029
- Firm CRD
- 705