Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Mullally is an investment advisor representative at Alamo Capital in Walnut Creek, CA. William has over 40 years of experience in the financial services industry. William has a broad range of experience and holds licenses in multiple states. Prior to joining Alamo Capital, William was a registered representative at Westhoff, Cone & Holmstedt, Backstrom McCarley Berry & Co., LLC, Investors Resources Group, Inc., Foothill Securities, Inc., Portfolio Asset Mgt. & Investment Advisory Services, Inc., Darnall, Kemna & Co., Inc., D.J. Kaelker & Associates, Inc., First California Regional Securities, Inc., Thomas F. White & Co., Incorporated, Paine Webber Incorporated, West Coast Securities Corporation, and Stone & Youngberg.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
A percentage of the total value of assets under management is charged.
1
2
CA
02/24/2010 - Present
Alamo Capital (WALNUT CREEK CA)
CA
01/11/1990 - 07/17/2013
WESTHOFF, CONE & HOLMSTEDT (WALNUT CREEK CA)
CA
09/27/2005 - 04/02/2007
BACKSTROM MCCARLEY BERRY & CO., LLC (SAN FRANCISCO CA)
CA
09/06/2005 - 10/18/2005
INVESTORS RESOURCES GROUP, INC. (VACAVILLE CA)
CA
06/19/1991 - 12/31/1996
FOOTHILL SECURITIES, INC. (SANTA CLARA CA)
TX
04/17/1990 - 04/07/1992
PORTFOLIO ASSET MGT. & INVESTMENT ADVISORY SERVICES, INC. (EL PASO TX)
NA
04/15/1987 - 02/10/1990
DARNALL, KEMNA & CO., INC.
NA
07/05/1988 - 11/19/1988
D.J. KAELKER & ASSOCIATES, INC.
NA
12/24/1985 - 09/24/1986
FIRST CALIFORNIA REGIONAL SECURITIES, INC.
NA
01/12/1985 - 11/05/1985
THOMAS F. WHITE & CO., INCORPORATED
NA
07/08/1981 - 12/07/1984
PAINEWEBBER INCORPORATED
NA
05/04/1979 - 11/13/1981
WEST COAST SECURITIES CORPORATION
NA
03/02/1976 - 01/04/1979
STONE & YOUNGBERG
BOTH
Issued 02/22/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/02/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 53 - Municipal Securities Principal Examination
BC
Issued 07/13/2000
Series 4 - Registered Options Principal Examination
BC
Issued 04/03/1979
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/2002
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 02/21/1976
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure William Mullally is the right advisor for you? Invested Better is here to help.
