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William James Egan

Alamo Capital

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About William James Egan

William Egan is a financial advisor with Alamo Capital in Walnut Creek, CA. William Egan has been working in the financial industry since October 1983. He has a Series 7, SIE and Series 63 license and has been registered with FINRA since November 2006. William Egan has worked for a number of firms, including Portsmouth Financial Services and Henry F. Swift & Co., prior to joining Alamo Capital. Alamo Capital provides portfolio management for individuals and businesses, as well as financial planning and educational seminars.

Firm Information

William Egan is currently registered with Alamo Capital. Alamo Capital is an investment advisor corporation formed in August 1987. The firm provides financial planning, educational seminars, selection of other advisors, and portfolio management for individuals and businesses. Alamo Capital is registered with the Securities and Exchange Commission (SEC) and is also registered in 39 states. The firm manages approximately $81,684,700 in assets for 14 clients, including high-net-worth individuals, charitable organizations, and individuals other than high-net-worth individuals.

$81.68M

Assets Under Management

7

Total Clients

19

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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William Egan’s Registration & Firm History

CA

11/30/2006 - Present

Alamo Capital (WALNUT CREEK CA)

CA

11/23/1992 - 11/27/2006

PORTSMOUTH FINANCIAL SERVICES (WALNUT CREEK CA)

CA

11/24/1986 - 12/03/1992

HENRY F. SWIFT & CO. (SAN FRANCISCO CA)

NA

10/21/1983 - 12/19/1986

DEAN WITTER REYNOLDS INC.

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Licenses & Designations

BC

Issued 11/08/1983

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/15/1983

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for William James Egan.
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