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William Guy Branscome III

Advisor at Raymond James & Associates — Grenada, MS

Updated today

Credentials

Series 63, Series 65

Experience

29 years

Location

Grenada, MS 38901

Raymond James & Associates logo

Raymond James & Associates

Institution

Total advisors

5,796

Across 938 offices

Clients per advisor

89 Typical

Avg AUM per client

$788,879 Very High

HNW client ratio

19% Typical

About

William Branscome III is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has been with Raymond James & Associates since 2013. Outside of his advisory role, he owns and operates a family timber farm and serves as a director involved in land management and hunting club activities. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, pension and profit-sharing plans, and charitable and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions supported by a broad network of advisers and affiliated research.

Client services

Based on Raymond James & Associates

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops
Please see note in schedule d - miscellaneous

Expertise

Based on Raymond James & Associates

General retirement planning Retirement income strategy Business succession planning

Occupation focus

Based on Raymond James & Associates

Founder/Business Owner Executive

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Fee options

Fixed

Fixed (flat) dollar fee available for planning services and SIMPLE IRA Employer Advisory & Consulting Services Program quarterly fixed fees.

Commissions

Commissions earned by financial advisors as registered representatives for brokerage transactions.

Project-based

Hourly Fees for planning and/or investment consultation services generally charged up to $400 per hour.

Other

Fee-only: Hourly fees generally up to $400 per hour; Fixed (flat) fees available for planning services.

Location

See office

Grenada, MS

1115 Sunwood

Grenada MS 38901

Advisors at this office

2

Most active in

Mississippi · Texas

Work history

29 years of industry experience

Raymond James & Associates

2013 - Present • 13 years

Grenada, MS

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Eddie C

Series 63, Series 66

Grenada, MS

Cetera

Eddie Carnathan is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and over 22 years of industry experience. He has been with Cetera and its affiliated entities since 2013. Outside of his advisory role, he serves as a board member of the Grenada Public School District, where he participates in policy creation and approval. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts nationwide. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform that allows advisors to implement various model portfolios or bespoke strategies.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive

Jenny H

Series 66

Grenada, MS

Edward Jones

Jenny Herron is a financial advisor at Edward Jones with three years of industry experience. Prior to joining Edward Jones, she worked in healthcare roles, including positions at the University of Mississippi Medical Center Grenada and Willow Anesthesia. Edward Jones is a full-service wealth management firm that serves both individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Alfred B

Series 66

Grenada, MS

Cetera

Alfred Brassfield is a financial advisor with Cetera, holding a Series 66 designation and bringing eight years of industry experience. He has worked at Edward Jones and Regions Bank in addition to his current role at Cetera. Brassfield serves as a board member for the North MS Exchange Family Center and is president of the Exchange Club of Grenada. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of investment management and consulting services through a nationwide network of independent advisors and utilizes a multi-manager platform with diverse program options.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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James H

CFP®, Series 66

Grenada, MS

Edward Jones

James Hutchinson is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Edward Jones since 2012. He manages his personal assets through Hutchinson Investments LLC and is a member of several family-owned entities, including Hulse Plantation LLC and Becka's Place LLC. He also has an inherited mineral lease in Lowndes County, Mississippi. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies with over $1 trillion in assets under management supported by a large network of financial advisors and branch offices nationwide.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Raymond B

Series 63, Series 66

Grenada, MS

Edward Jones

Raymond Bloodworth is a financial advisor with Edward Jones, holding Series 63 and Series 66 credentials and 23 years of industry experience. He has been with Edward Jones since 2003. Outside of his advisory role, he is involved in managing a convenience store business and property ownership activities in Scobey, Montana. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar

Lynn K

Series 63, Series 65

Grenada, MS

Raymond James & Associates

Lynn Kelly is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and possessing 23 years of industry experience. She has been with Raymond James & Associates since 2013. Outside of her advisory role, she has participated as an assistant proctor for ACT exams at Holmes Community College. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers customized financial planning and consulting services supported by various portfolio management styles and affiliated research.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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