William Joseph Heath
Investment adviser representative at Raymond James & Associates, Inc.
12 yearsExperience
1 stateRegistered in
$501BFirm assets
51 yearsFirm in business
Are you William Joseph Heath? 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
12 years in the industry.
- Raymond James & Associates, Inc.Feb 2024 to now
- Woodies Wash ShackJan 2024 to Feb 2024
- UnemployedAug 2023 to Dec 2023
- Morgan StanleyOct 2022 to Jul 2023
- LPL Financial, LLCJun 2020 to Oct 2022
- University of South FloridaMay 2018 to Dec 2019
- Odd SoxMar 2018 to May 2020
- Shaughnessy LawOct 2017 to Jan 2018
- Hillsborough Community CollegeMay 2017 to Apr 2018
- Kids 'r' Kids Learning AcademyMay 2017 to Aug 2017
- Hyatt Regency Coconut Point Resort and SpaFeb 2016 to Apr 2017
- Florida Gulf Coast UniversityJul 2014 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 7259353
- Firm CRD
- 705