William Holland Thurber
Investment adviser representative at Raymond James Financial Services Advisors, Inc
10 yearsExperience
2 statesRegistered in
$390BFirm assets
17 yearsFirm in business
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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 feeCommissionsOther
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
10 years in the industry.
- Raymond James Financial Services Advisors, IncApr 2025 to now
- Raymond James Financial ServicesOct 2023 to now
- Fidelity InvestmentsJun 2022 to Oct 2023
- MarriottJul 2021 to Apr 2022
- National DevelopmentJul 2019 to Jun 2022
- Oak Square YmcaJul 2019 to Feb 2022
- AmcsMay 2018 to May 2019
- Charles River AquaticsJan 2017 to Jan 2017
- Chestnut Hill RealtyJan 2016 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Raymond James Financial Services Advisors, Inc
$390BAssets managed
508,439Clients
6,726Advisers
17 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
- 7588023
- Firm CRD
- 149018