William Daniel Hawthorne
Professional Summary
William Daniel Hawthorne is a registered financial advisor currently at AVID CAPITAL ADVISORS LLC located in Mccall, Idaho. William is registered as a RR (Registered Representative) and started their career in finance in 2000. William has worked at 6 firms and has passed the Series 63, Series 79TO, SIE, Series 7 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
26 years in the financial services industry
Current & Past Employments
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Current Firm
AVID CAPITAL ADVISORS | AVID CAPITAL ADVISORS LLC
Contact Information
Main Address
1427 Mountain Meadow, Mccall, ID 83638Mailing Address
1427 Mountain Meadow, Mccall, ID 83638Phone Number
(415) 948-5672Established
Delaware since 04/12/2022Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (14 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Documents
Direct owners and executive officers
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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State Registrations and Notice Filings
(4/4/2023)
(1/28/2025)
(7/24/2023)
(3/22/2023)
(2/24/2023)
(10/25/2023)
(3/17/2023)
(5/3/2023)
(4/20/2023)
(2/24/2023)
(8/20/2024)
(4/25/2023)
(5/24/2023)
(2/27/2023)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 79TO — Investment Banking Registered Representative Examination
Passed Jan 2023About the Series 79TO examSRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view William Daniel Hawthorne's CRS (Customer Relationship Summary).
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