William Christopher Aiken
Investment adviser representative at Raymond James Financial Services Advisors, Inc
20 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
20 years in the industry.
- Raymond James Financial Services Advisors, Inc.Nov 2024 to now
- Raymond James Financial Services, Inc.Jun 2024 to now
- Goldman Sachs & Co. LLCJun 2023 to Aug 2023
- Oklahoma State University FoundationApr 2023 to May 2024
- Raymond James Financial Services Inc.Jun 2022 to Aug 2022
- Oklahoma State UniversityAug 2020 to May 2024
- Metro Shoe WarehouseJun 2019 to Sep 2019
- Oklahoma Christian SchoolAug 2006 to May 2020
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (OK, 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
- 7766789
- Firm CRD
- 149018