Unclaimed
William Blanton is a registered Investment Advisor Representative with Miracle Mile Advisors, LLC, based in Newport Beach, California. William has over 20 years of experience in the financial services industry, having previously worked with Morgan Stanley Smith Barney, Morgan Stanley & Co. Incorporated, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. William's professional experience includes providing portfolio management, financial planning, and pension consulting services.
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.
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2
CA
03/25/2022 - Present
Miracle Mile Advisors, LLC (Newport Beach CA)
CA
03/09/2012 - 09/28/2012
SPIRE SECURITIES, LLC (SAN DIEGO CA)
CA
06/01/2009 - 03/26/2012
MORGAN STANLEY SMITH BARNEY (RANCHO SANTE FE CA)
CA
04/27/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (RANCHO SANTE FE CA)
CA
05/11/1999 - 04/30/2007
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LA JOLLA CA)
BOTH
Issued 09/17/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/10/1999
Series 7 - General Securities Representative Examination
Active
Inactive
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