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William Lewis Tatro

Joule Financial, LLC

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About William Lewis Tatro

William Quint Tatro is a financial advisor at Joule Financial, LLC. William is a registered Investment Advisor Representative with the states of Kentucky and Texas. He has experience in the securities industry, having previously worked at First Allied Securities, Inc., Walnut Street Securities, Inc., and Nathan & Lewis Securities, Inc. William holds the Series 7, 24, 63, and 66 licenses. He is a part-owner of YBVentures LLC, a manufacturing company. William is a frequent guest on CNBC and local radio, a writer for Forbes.com, and an adjunct professor at the University of Kentucky. He specializes in financial planning, pension consulting, and portfolio management for individuals.

Firm Information

William Tatro is currently registered with Joule Financial, LLC. Joule Financial, LLC is an investment advisor based in Lexington, Kentucky. With over $331 million in assets under management, the firm provides financial planning and portfolio management services for individuals, high-net-worth individuals, corporations, pension plans, charitable organizations, and insurance companies. The firm has 5 investment adviser representatives and 1 licensed agent.
Joule Financial, LLC

1216 S. BROADWAY

LEXINGTON, KY 40504

$331.99M

Assets Under Management

Not reported

Total Clients

5

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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William Tatro’s Registration & Firm History

KY

06/16/2022 - Present

Joule Financial, LLC (LEXINGTON KY)

KY

11/18/2003 - 12/16/2005

FIRST ALLIED SECURITIES, INC. (LEXINGTON KY)

CA

08/01/2003 - 11/18/2003

WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)

NY

09/11/2001 - 08/01/2003

NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 03/31/2003

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/17/2004

Series 24 - General Securities Principal Examination

BC

Issued 09/10/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for William Lewis Tatro.
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