ADVISOR BIO

William John Schratz is a registered investment advisor representative with Allworth Financial, LP. William is licensed in Texas. William also has a career outside of the financial industry as a pilot for Southwest Airlines. Allworth Financial, LP specializes in financial planning, portfolio management for businesses and individuals, and pension consulting services.

SPECIALIZATIONS

ADVISOR BIO

William Sa is a financial advisor with Wells Fargo Clearing Services, LLC. William has been in the financial services industry since 2012. William holds the Series 6, 7, 63, and 65 licenses and the SIE exam. William is also a registered investment advisor in California and Texas. William has been working with Wells Fargo Advisors, LLC and Wells Fargo Clearing Services, LLC since 2012. William has experience with CITIGROUP and Unison Home Co- Investment Company.

SPECIALIZATIONS

ADVISOR BIO

William Don Mayhue is a registered representative with Equity Services, Inc. and has been in the financial industry since October 10, 2015. William Don Mayhue is licensed to provide financial advice in Arizona, California, Texas and Virginia. William Don Mayhue has experience working with individuals, high-net-worth individuals, charitable organizations, pension and profit sharing plans, and corporations or other businesses. Equity Services, Inc. is a financial firm located in Montpelier, VT and has been in business for over 50 years. Equity Services, Inc. provides financial advisory services to individuals, high-net-worth individuals, charitable organizations, pension and profit sharing plans, and corporations or other businesses.

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ADVISOR BIO

William Wright King is a financial advisor with over 20 years of experience in the financial services industry. William King is currently registered with Wells Fargo Clearing Services, LLC. Previously, William King was registered with Citigroup Global Markets Inc., CitiCorp Investment Services, Cal Fed Investments and Scudder Distributors, Inc. William King holds the Series 6, 7, 63 and 65 licenses. William King is also a Certified Financial Planner.

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ADVISOR BIO

William Carl Stern is a financial advisor with over 40 years of experience in the industry. William is currently registered with Morgan Stanley and holds licenses in multiple states, including California and Texas. He has also worked for several other firms, including Merrill Lynch and Morgan Stanley DW Inc. William has a broad range of experience in the industry, with expertise in financial planning, portfolio management, and investment advisory services. William has also been involved in several other businesses throughout his career, including Stern-Felt Properties, FM Jam, and Chateau Rum Row.

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ADVISOR BIO

William Tang is a registered representative with Wells Fargo Clearing Services, LLC, and has been in the industry since 1999. William has experience working with both individuals and institutions, providing financial planning, investment consulting, and portfolio management services. William is licensed in 21 states and currently holds Series 7, 66, and SIE licenses. Previous experience includes working with Wells Fargo Investments, LLC and Wells Fargo Securities Inc.

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ADVISOR BIO

William Morrow is an investment advisor representative with Concorde Asset Management, LLC. William has over 40 years of experience in the financial services industry and holds Series 1, 2, 63, 6TO, 22TO, and SIE licenses. William is a Certified Financial Planner and offers a range of financial services, including financial planning, portfolio management, and insurance. William is also the President and Owner of DBA "Financial Designs, Ltd", which offers securities, advisory, financial planning and insurance services. William is committed to providing his clients with the highest quality financial advice and services.

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ADVISOR BIO

William Dale Whittington is a financial advisor currently registered with RBC Capital Markets, LLC. William has been in the financial industry for over 15 years and has held previous positions with Morgan Stanley and Merrill Lynch. William holds multiple licenses and registrations, including Series 66, Series 10, Series 9, Series 7, and SIE, William Dale Whittington provides investment advisory services to individuals, businesses, and institutions, including public and private employee benefit plans, endowment funds, foundations, family trusts, and various capital/operating funds.

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ADVISOR BIO

William Swanner is a financial advisor registered with Fidelity Personal And Workplace Advisors. William has been in the industry for 6 years. William is licensed in 53 states and the District of Columbia, and has worked for Kestra Investment Services and Hilltop Securities. William is a Series 66, Series 9, Series 10, and Series 7 licensed advisor and has passed the SIE exam. William has earned the Uniform Combined State Law Examination and the General Securities Representative Examination.

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ADVISOR BIO

William Hunter is a financial advisor registered with Charles Schwab & CO., Inc. He is a registered representative in the state of California, with an active broker-dealer (BC) scope. He is also registered as an investment advisor representative (IA) in the state of California. William has been in the industry for over 4 years, having previously worked with Edward Jones. William holds Series 7, 66, and SIE licenses. His previous registration ended on December 17, 2019. He is currently licensed in 19 states and the District of Columbia.

SPECIALIZATIONS