ADVISOR BIO

William Parton is a financial advisor at Wells Fargo Clearing Services, LLC. William has been in the financial industry since 1991 and holds a Series 6, 7, 9, 10, 31, 63, and 65 licenses. William's previous experience includes working at Morgan Stanley & Co. Incorporated, Morgan Stanley DW Inc., UBS Financial Services Inc., and Edward Jones. William currently provides services to clients in California, Texas, Arizona, Arkansas, Florida, Georgia, Idaho, Illinois, Massachusetts, Michigan, Missouri, Nebraska, Nevada, New York, North Carolina, Oregon, Pennsylvania, Tennessee, and Utah.

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ADVISOR BIO

William Yingst is a financial advisor with over 30 years of experience in the financial services industry. William is registered with Morgan Stanley and has held previous positions at MORGAN STANLEY & CO. INCORPORATED and MORGAN STANLEY DW INC.. William has a broad range of experience in investment management, financial planning, and portfolio management.

SPECIALIZATIONS

ADVISOR BIO

William Edward Griffith is a financial advisor at Principal Securities, Inc., with over 40 years of experience in the financial services industry. William has been registered with FINRA since 1977 and holds multiple licenses and certifications, including the Series 7, Series 63, Series 65, and Series 24. William's areas of expertise include financial planning, retirement planning, and investment management. William's past experience includes working for EQUICO SECURITIES, INC. and MUTUAL BENEFIT FINANCIAL SERVICE COMPANY.

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ADVISOR BIO

William Blanke is a financial advisor with Hightower Advisors, LLC. William has been in the financial services industry since 2015 and is registered to provide investment advisory services in California. William holds Series 63 and 65 securities licenses, and has passed the SIE and Series 7 exams. William works at the firm's Palm Desert, CA office.

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ADVISOR BIO

William Stauffer is a financial advisor with Morgan Stanley, with over 40 years of experience in the financial industry. William holds a Series 3, 7, 63, and 66 license. William is registered with the state of Texas as an Investment Advisor Representative and has a branch office in Santa Ana, CA.

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ADVISOR BIO

William Richard Sammons is a financial advisor with Wells Fargo Clearing Services, LLC and has been in the industry since 1983. William Sammons holds licenses in 37 states as a broker and an investment advisor and provides investment consulting services to both individual and institutional clients. William Sammons is also a Certified Financial Planner.

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ADVISOR BIO

William Dewey Carson is a financial advisor with Stifel, Nicolaus & Company, Inc. in Chico, California. William has been in the financial services industry since 1982. William holds Series 3, 7, 8, 9, 10, 63, and 65 licenses and has been registered with FINRA since 1982.

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ADVISOR BIO

William Posch is an active Investment Advisor Representative with Sageview Advisory Group, LLC. William has over 20 years of experience in the financial services industry. William has been with Sageview Advisory Group, LLC since January 2015. Prior to that, William was with Valmark Securities, Inc., Wells Fargo Insurance Services Investment Advisors, Inc., Nollenberger Capital Partners Inc., Stancorp Equities, Inc., Invesmart Securities, LLC, Wells Fargo Investments, LLC, American Express Financial Advisors Inc., and IDS Life Insurance Company. William holds Series 7, Series 66, and SIE licenses. William provides advisory services to a range of clients, including individuals, corporations, and charitable organizations. William is a resident of WOODSIDE, California.

SPECIALIZATIONS

ADVISOR BIO

William Frankenstein is a financial professional with over 40 years of experience in the financial services industry. William has been a registered representative since 1982 and has held various positions at several firms, including New England Securities, Financial West Group, and MML Investors Services, LLC. Currently, William is an Investment Advisor Representative at Sovran Advisors, LLC where William provides financial planning and asset management services to individuals, families, and businesses. William is also a Certified Financial Planner and holds a Series 7, Series 24, and Series 63 license.

SPECIALIZATIONS

ADVISOR BIO

William Charles Vourlas is a financial advisor with over 15 years of experience in the industry. William is currently registered with Calton & Associates, Inc. in California, Arizona, North Carolina, and Texas. William has previously worked with Independent Financial Group, LLC, J.P. Morgan Securities LLC, Chase Investment Services Corp. and AXA Advisors, LLC. William holds Series 7 and Series 66 securities licenses and the SIE exam. William specializes in providing financial planning, portfolio management, and pension consulting services to individuals, high-net-worth individuals, and businesses.

SPECIALIZATIONS