William G. Mcbean
Professional summary
William Gordon Mcbean, CFA, who also goes by Gordon Mcbean, William Bordon Mcbean, William Mcbean, is a registered financial professional currently at DIGITAL OFFERING LLC located in Laguna Beach, California.
William is registered as a RR (Registered Representative) and started their career in finance in 1990. William has worked at 10 firms and has passed the Series 66, Series 63, Series 99TO, SIE, Series 87, Series 7, Series 3, Series 27 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view William Gordon Mcbean's CRS (Customer Relationship Summary).
Certified licenses
Experience
August 19, 2013 - Present
DIGITAL OFFERING LLC
Office #1: 1461 Glenneyre Street, Suite D, Laguna Beach, CA 92651Office #2: 1461 Glenneyre Street Suite D, Laguna Beach, CA 92651March 23, 2017 - December 31, 2024
CAMBRIA CAPITAL, LLC
June 14, 2016 - December 31, 2024
CAMBRIA CAPITAL, LLC
May 21, 2010 - May 6, 2015
A.G.P. / ALLIANCE GLOBAL PARTNERS
August 5, 2008 - May 6, 2015
A.G.P. / ALLIANCE GLOBAL PARTNERS
May 20, 2005 - August 4, 2008
ROTH CAPITAL PARTNERS, LLC
April 27, 2005 - August 4, 2008
ROTH CAPITAL PARTNERS, LLC
October 9, 2001 - April 8, 2005
ROTH CAPITAL PARTNERS, LLC
October 26, 2000 - April 5, 2002
DIGITALOFFERING, INC.
August 30, 1999 - October 31, 2000
PACIFIC SUMMIT SECURITIES
September 1, 1998 - March 9, 1999
B. RILEY SECURITIES, INC.
April 10, 1997 - September 15, 1998
WELLS FARGO SECURITIES, LLC
June 16, 1993 - June 17, 1997
ROTH CAPITAL PARTNERS, LLC
May 26, 1993 - June 23, 1993
JMC INVESTMENT SERVICES, INC.
November 26, 1990 - November 24, 1992
ROTH CAPITAL PARTNERS, LLC
June 21, 1990 - December 13, 1990
LEHMAN BROTHERS INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(7/3/2019)
(5/29/2019)
(5/20/2019)
(7/9/2019)
(8/27/2013)
(6/20/2019)
(5/21/2019)
(5/24/2019)
(8/8/2019)
(5/20/2019)
(7/26/2019)
(1/3/2025)
(5/21/2019)
(12/5/2019)
(6/21/2019)
(5/17/2019)
(6/11/2019)
(6/5/2019)
(5/13/2019)
(7/24/2019)
(1/16/2019)
(12/23/2019)
(5/23/2019)
(9/30/2019)
(5/13/2019)
(9/25/2019)
(5/22/2019)
(6/6/2019)
(1/3/2025)
(12/11/2019)
(11/6/2019)
(5/30/2019)
(5/15/2019)
(9/6/2019)
(8/13/2019)
(5/29/2019)
(5/13/2019)
(7/3/2019)
(7/30/2019)
(6/21/2024)
(5/16/2019)
(6/10/2019)
(5/14/2019)
(5/24/2019)
(9/3/2019)
(5/15/2019)
(7/30/2019)
(9/17/2019)
(8/28/2019)
(8/13/2019)
(12/23/2019)
(5/13/2019)
(8/21/2019)
Exams
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationFINRA
Nasdaq Stock Market
Current Firm
DIGITAL OFFERING LLC
CRD#: 166401 / SEC#: , 8-69206
Contact information
FINRA licenses (53 States and Territories)
Red Flags
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