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.

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William Calvert is a financial advisor who has been in the industry since 1981. He is currently registered with UBS Financial Services Inc., and previously worked at Lehman Brothers Inc. and Goldman, Sachs & Co. William Calvert holds a number of licenses and certifications, including the Series 7, 63, 65, and 15 exams. He specializes in a variety of investment services, including financial planning, portfolio management for individuals and businesses, and pension consulting.

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William Costas is an active advisor with UBS Financial Services Inc. William has been working in the financial industry since December 1987. William has Series 7, Series 63, and SIE licenses. William has been registered with UBS Financial Services Inc. since July 1997. William is registered in 17 states and specializes in retirement planning, college savings, education planning, estate planning, and insurance. William has experience working with individuals, businesses, and institutions. William is committed to providing clients with personalized financial advice and guidance.

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William Charles Broder is an investment advisor representative registered in California. William Charles Broder is affiliated with BMB Advisers LLC. William Charles Broder's main office is located at 11100 Santa Monica Blvd., Suite 400, LOS ANGELES, CA 90025. William Charles Broder has 3 current registrations. William Charles Broder has been in the industry since 1965. William Charles Broder passed the Uniform Investment Adviser Law Examination in 1999. William Charles Broder is also a shareholder/officer of Freedman Broder & Company Accountancy Corp. and works full time for the accounting practice while also providing services to BMB Advisers, LLC.

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William Harold Serritslev is an active investment advisor representative registered with Avantax Advisory Services since November 2012. William Harold Serritslev is also an active broker-dealer registered with Avantax Investment Services, Inc., since September 2005. William Harold Serritslev is a Registered Representative in California, Texas and a Registered Investment Advisor in California. William Harold Serritslev has been in the industry since November 17, 2005. William Harold Serritslev is associated with the Solvang, CA branch of Avantax Advisory Services.

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William Alfred Glenn III is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. William Alfred Glenn III is a financial professional with over 20 years of experience in the securities industry. William Alfred Glenn III has been registered with Merrill Lynch, Pierce, Fenner & Smith Inc. since October 2009. Previously, William Alfred Glenn III was registered with BANC OF AMERICA INVESTMENT SERVICES, INC. and CITICORP INVESTMENT SERVICES. William Alfred Glenn III has passed the Series 66, Series 7 and SIE exams. William Alfred Glenn III is licensed in 27 states and has been active in the industry since March 30, 2001. William Alfred Glenn III provides portfolio management for individuals and businesses, as well as pension consulting. William Alfred Glenn III also offers educational seminars, selection of other advisors, and performance measurement reports, allocation modeling, IPS, research reports and services.

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William McBride is a financial advisor with Western International Securities, Inc., based in West Hollywood, California. William has been a registered representative since 1998 and has extensive experience in the financial services industry. William focuses on providing financial advice and investment management services to individuals, families, and businesses. William is a dedicated professional with a proven track record of success.

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ADVISOR BIO

William Lopez is a financial advisor in Encino, CA, with over five years of experience in the financial services industry. William is registered with Wells Fargo Clearing Services, LLC, and holds Series 6, 7, 63, and 66 securities licenses. William offers financial planning, investment management, and portfolio management services to individuals and businesses. William previously worked at LPL Financial LLC and Wells Fargo Clearing Services, LLC, and has a strong track record of success.

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William Lavelle is a financial advisor registered with Cetera Investment Advisers LLC and has been in the industry since 2014. He is licensed in Arizona, California, Massachusetts, New York and Washington. William is a Chartered Financial Analyst (CFA) and offers financial planning, pension consulting, educational seminars, selection of other advisors and portfolio management services. He is affiliated with East West Bank and Cetera Investment Services LLC, in addition to Cetera Investment Advisers LLC.

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William Allford is an investment advisor representative at RBC Capital Markets, LLC with more than 30 years of experience in the financial services industry. William is a registered representative in California and Texas, and he is a member of the Financial Industry Regulatory Authority (FINRA). William has a broad range of experience, including providing financial planning, portfolio management, and investment advisory services to individuals, corporations, and institutions. William is committed to providing his clients with personalized and comprehensive financial advice.

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