ADVISOR BIO

William Rolfe Shinen is a financial advisor with Raymond James Financial Services Advisors, Inc., operating out of their Westminster, CA branch office. William has been in the industry since 1983 and has experience with Raymond James Financial Services Advisors, Inc. and several other firms. William holds Series 63, 40, and 7 licenses. William is registered in 12 states including California, Florida, Texas and others. William has specialized expertise in areas like financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses.

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ADVISOR BIO

William Brennan is a financial advisor with over 24 years of experience in the industry. William is currently registered with Independent Financial Group, LLC and has a branch office in San Diego, CA. He has held several other positions at various firms, including Sentra Securities Corporation and Capital Growth Investment Management Services. William is a licensed real estate agent and has a long history of serving the San Diego area. William's services include financial planning, pension consulting, and portfolio management for individuals and businesses.

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ADVISOR BIO

William Hawkins is a registered investment advisor representative with Global Retirement Partners LLC. William has been in the financial services industry for 29 years and has worked with several firms over that time. William has been registered with Global Retirement Partners LLC since 2014. William is a series 7, 26, and 63 licensed advisor and has a SIE designation. William is a registered investment advisor in California. William has experience in financial planning, retirement plan consulting, and investment management. William can provide services for individuals, businesses, and pension and profit-sharing plans.

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ADVISOR BIO

William Schellenberg is a financial advisor with Sanctuary Advisors, LLC. William has over 29 years of experience in the financial services industry. William is a registered investment advisor in California and Texas. William also holds a Series 6, 7, 22, 24, 26, 31, 39, 63, and 65. William is also a registered representative of Sanctuary Securities, Inc., a broker-dealer based in Aliso Viejo, CA. William provides financial planning and investment management services to individuals, families, and businesses. William also has experience working with pension plans and charitable organizations.

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ADVISOR BIO

William Blanton is a registered Investment Advisor Representative with Miracle Mile Advisors, LLC, based in Newport Beach, California. William has over 20 years of experience in the financial services industry, having previously worked with Morgan Stanley Smith Barney, Morgan Stanley & Co. Incorporated, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. William's professional experience includes providing portfolio management, financial planning, and pension consulting services.

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ADVISOR BIO

William Kelly Huff has been in the financial services industry for over 30 years, and is currently registered with Wells Fargo Clearing Services, LLC. William has extensive experience in providing financial advice, managing investments, and building portfolios for both individual and institutional clients. William is licensed to provide investment advice and manage investments in California and Texas. William has a strong track record of success, having helped countless clients achieve their financial goals. William is dedicated to providing personalized service and comprehensive financial planning advice to help you reach your financial goals.

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ADVISOR BIO

William Stemple is a financial advisor currently registered with Equitable Advisors, LLC. William has been in the financial services industry since December 6, 1987. William has a wide range of experience, having previously been registered with Lincoln Financial Advisors Corporation, The Lincoln National Life Insurance Company, and Cigna Financial Advisors, Inc. William holds several licenses, including Series 6, 7, 22, and 63, and is a Certified Financial Planner. William's areas of expertise include financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. William currently has branch office locations in San Diego, CA.

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ADVISOR BIO

William Toner is a financial advisor who has been in the industry since 1986. William is currently registered with Osaic Wealth, Inc. in California. William has a wide range of experience working with clients in a variety of areas, including financial planning, pension consulting, and portfolio management. William is also a Certified Financial Planner. William has previously worked with SAGEPOINT FINANCIAL, INC., PIMCO INVESTMENTS LLC, ALLIANZ GLOBAL INVESTORS DISTRIBUTORS LLC, FAM DISTRIBUTORS, INC., MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, EATON VANCE DISTRIBUTORS, INC., PRUDENTIAL SECURITIES INCORPORATED, and SHEARSON LEHMAN HUTTON INC.

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ADVISOR BIO

William Boatwright is a financial advisor with over 35 years of experience in the industry. William has been with Wells Fargo Clearing Services, LLC since 2014, and previously worked with UBS Financial Services Inc. William holds licenses in numerous states and has a strong track record of providing investment advice to a wide range of clients. William's primary focus is on portfolio management for both individuals and businesses. William also specializes in financial planning and selection of other advisers.

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ADVISOR BIO

William Thomas Bailey is a financial advisor registered in California and associated with UBS Financial Services Inc.. William has been in the securities industry since July 19, 1983. William is a Series 7, Series 63 and SIE licensed professional. William has worked at UBS Financial Services Inc. since July 23, 1986. Previously, William worked at FIRST JERSEY SECURITIES, INC.. William is a licensed representative of the firm.

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