Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Ryan Potter is a financial professional with Houlihan Lokey Capital, Inc. in the Century City/Los Angeles area. William has been in the industry for less than a year, having joined the firm on September 9, 2024. Prior to that, William was with ROTHSCHILD & CO US INC. in Santa Monica, California. William holds the Series 79TO and SIE licenses.
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.
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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CA
09/09/2024 - Present
Houlihan Lokey Capital, Inc. (LOS ANGELES CA)
CA
08/28/2023 - 09/03/2024
ROTHSCHILD & CO US INC. (Santa Monica CA)
BC
Issued 08/28/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 06/07/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
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