ADVISOR BIO

William Hartshorne is a financial advisor registered in California with J.P. Morgan Securities LLC and J.P. Morgan Private Wealth Advisors LLC. William has been in the industry since 2014 and has experience with a wide range of investment products and services. William is committed to helping clients achieve their financial goals, whether it is saving for retirement, investing for their children's education or planning for their future.

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ADVISOR BIO

William Stafford Craig is an investment advisor representative who has been in the financial industry since November 25, 2001. William is currently registered with LPL Financial LLC. Prior to joining LPL Financial LLC, William was registered with CUNA Brokerage Services, Inc., MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, J.P. MORGAN SECURITIES LLC, SORRENTO PACIFIC FINANCIAL, LLC, EDWARD JONES, PRINCIPAL FUNDS DISTRIBUTOR, INC., XCU CAPITAL CORPORATION, INC., FINANCIAL NETWORK INVESTMENT CORPORATION, and EDWARD JONES. William holds Series 63, 66, 7 and SIE licenses.

SPECIALIZATIONS

ADVISOR BIO

William Pollak is a financial advisor with LPL Financial LLC. William has been in the industry since 2009. He has experience working with a wide range of clients, including individuals, families, businesses, and charitable organizations. Previously, William was a financial advisor with MORGAN STANLEY SMITH BARNEY. William holds the Series 7, Series 31, Series 66, and SIE licenses. William is registered in Arizona, Arkansas, California, Colorado, Nevada, New York, and Oregon. William is also registered as an Investment Advisor Representative in California.

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ADVISOR BIO

William Bruce Dutton is a financial advisor who has been working in the industry since 2000. Currently, William is registered with Osaic Wealth, Inc., and is an investment advisor representative with the firm. Before joining Osaic Wealth, Inc., William worked at Woodbury Financial Services, Inc. and LPL Financial LLC, among others. William has a wide range of experience and expertise in providing financial planning and investment management services to individuals, families, and businesses. William's areas of expertise include, retirement planning, college savings, and estate planning. William also provides business financial planning services. William has a strong commitment to providing personalized service to each of his clients and works closely with them to develop customized financial plans to meet their unique needs and goals.

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ADVISOR BIO

William Wilson is a financial advisor with over 15 years of experience in the industry. William is currently registered with UBS Financial Services Inc., where William has been working since December 2007. William holds Series 7, 66, and SIE licenses, allowing William to offer a range of financial services to individuals, corporations, and institutions. William's areas of expertise include financial planning, portfolio management, and retirement planning.

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ADVISOR BIO

William Brooksby is a financial professional with over 20 years of experience in the industry. William is currently registered with Next Financial Group, Inc. and has been with the firm since 2004. William is also the owner of Brooksby Financial Services, which provides insurance and investment services. William holds Series 7, 24, and 63 licenses as well as the SIE. William specializes in retirement planning, college savings, and estate planning. William is committed to providing personalized financial advice and helping clients achieve their financial goals.

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ADVISOR BIO

William Chan has been an active financial advisor for over 20 years, beginning his career in 1998. William is currently registered with Citigroup Global Markets Inc. in California. He is also registered as an investment advisor representative (IAR) in California. William has experience with both brokerage and advisory services and has worked with various clients, including individuals, high-net-worth individuals, corporations, and charitable organizations. William specializes in providing financial planning, asset allocation advice, and portfolio management for individuals and businesses. William is committed to providing personalized financial advice to help his clients achieve their financial goals.

SPECIALIZATIONS

ADVISOR BIO

William Granison Tharp has been a Registered Representative for over 50 years. William Granison Tharp has a Series 63 License. William Granison Tharp is currently registered as an Investment Advisor Representative at William G. Tharp II & Associates in San Ramon, California. William Granison Tharp has held previous positions at VSR FINANCIAL SERVICES, INC. in San Ramon, CA. William Granison Tharp has also held positions at FSC SECURITIES CORPORATION in Atlanta, GA and CIGNA SECURITIES, INC. William Granison Tharp has an active Investment Advisor Representative license in California. William Granison Tharp specializes in Financial Planning, Pension Consulting, and Selection of other advisors. William Granison Tharp's current firm, William G. Tharp II & Associates, has five clients and manages approximately $1-$5 million in assets. They are a fee-only firm with no advisory fees. They are not affiliated with any other broker-dealers or financial institutions. William Granison Tharp serves high-net-worth individuals, corporations or other businesses, individuals other than high-net-worth, and pension and profit sharing plans.

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ADVISOR BIO

William H Waggoner is a financial advisor currently registered with Morgan Stanley. William H Waggoner has been in the industry since 1996 and has been associated with Morgan Stanley since 2009. William H Waggoner also has previous experience with firms such as CITIGROUP GLOBAL MARKETS INC. and PAINEWEBBER INCORPORATED. William H Waggoner has a Series 7, Series 63, and Series 65 licenses. William H Waggoner is licensed in 32 states. William H Waggoner offers services such as portfolio management for individuals, portfolio management for businesses, and portfolio management for investment companies.

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ADVISOR BIO

William McPherson Fitzhugh is a financial advisor with D.a. Davidson & Co. William Fitzhugh has been in the industry since June 9, 1998, and currently holds Series 7, 24, 55, and 63 licenses. William Fitzhugh is registered to provide financial advice in California and Texas. William Fitzhugh previously worked at Crowell Weedon & Co., Crowell, Weedon & Co., Maxwell Noll Investment Advisors, UBS Financial Services Inc., Wilson-Davis & Co., Inc., Samco Financial Services, Inc., Penson Financial Services, Inc., Century City Securities, Inc, Paragon Capital Markets, Access Securities, Inc., J.B. Oxford & Company, and Reynolds Kendrick Stratton, Inc.

SPECIALIZATIONS