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WY

William H. Yarnall

WILLIAM HENRY YARNALL III
LOS ANGELES, CA
Some features on this profile are disabled
CRD#: 4535570
WY
William Henry Yarnall IIIWILLIAM HENRY YARNALL III

Professional summary

William Henry Yarnall III, CFP® is a registered financial advisor currently at WILLIAM HENRY YARNALL III located in Los Angeles, California.

William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. William has worked at 1 firm and has passed the Series 65 exam.

At a Glance

Always Fiduciary

Aliases

None

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Henry Yarnall III's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Start date: 2013

Experience

Current

August 7, 2019 - Present

WILLIAM HENRY YARNALL III

RIA
CRD#: 127016
LOS ANGELES, CA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
California
(8/7/2019)

Exams

State Security Law Exam
IAR
Series 65
Date: 6/6/2002
Uniform Investment Adviser Law Examination

Current Firm

WH
WILLIAM HENRY YARNALL III
NORTHTREND FINANCIAL SERVICES | YARNALL III, WILLIAM HENRY | WILLIAM HENRY YARNALL III

CRD#: 127016 / SEC#:

California
Registered Investment Advisory firm - (7/31/2003 Approved)
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Contact information

Main Address
Los Angeles, CA
Mailing Address
Phone number
(310) 529-1697
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

WILLIAM HENRY YARNALL III

CRD#: 127016Los Angeles, CA

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