Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Altavilla is a financial advisor with over 30 years of experience in the financial services industry. William has worked for a number of firms, including Wells Fargo Advisors Financial Network, LLC, Mid Atlantic Capital Corporation, and London Pacific Securities, Inc., and has a broad base of experience working with individuals and institutions. William is currently a registered representative of Captrust.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
CA
03/01/2021 - Present
Captrust (Folsom CA)
CA
12/01/2015 - 03/05/2021
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (FOLSOM CA)
CA
05/03/2004 - 12/01/2015
MID ATLANTIC CAPITAL CORPORATION (ROSEVILLE CA)
CA
02/19/1992 - 05/03/2004
LONDON PACIFIC SECURITIES, INC. (SACRAMENTO CA)
IA
Issued 01/05/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/02/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/22/1994
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/18/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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