William G. Skinner

ALTA WEALTH ADVISORS LLC

Woburn, MA 01801

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CRD#: 4892934

Professional summary

William Gerard Skinner JR, who also goes by Billy Skinner, William G Skinner Jr., William G Skinner, is a registered financial advisor currently at ALTA WEALTH ADVISORS LLC located in Woburn, Massachusetts and LPL FINANCIAL LLC located in Newton, Massachusetts.

William is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2005. William has worked at 10 firms and has passed the Series 66, Series 79TO, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Billy Skinner | William G Skinner Jr. | William G Skinner

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 Gerard Skinner JR's CRS (Customer Relationship Summary).

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®

None

Experience

Current

January 30, 2026 - Present

ALTA WEALTH ADVISORS LLC

Office #1: 400 Tradecenter, Suite 4810, Woburn, MA 01801

RIA

CRD#: 293675

Woburn, MA

Current

January 30, 2026 - Present

LPL FINANCIAL LLC

Office #1: 300 Washington St Suitte 312, Newton, MA 02458

RIA

CRD#: 6413

NEWTON, MA

Past

December 23, 2021 - February 2, 2026

OSAIC INSTITUTIONS, INC.

RIA

CRD#: 35371

Newton, MA

Past

December 1, 2021 - February 2, 2026

OSAIC INSTITUTIONS, INC.

CRD#: 35371

Newton, MA

Past

October 16, 2018 - November 16, 2021

DESTRA CAPITAL ADVISORS LLC

RIA

CRD#: 148574

Holyoke, MA

Past

October 5, 2018 - November 16, 2021

DESTRA CAPITAL INVESTMENTS LLC

CRD#: 148299

BOZEMAN, MT

Past

January 10, 2017 - December 13, 2017

RESOURCE SECURITIES LLC

CRD#: 133022

PHILADELPHIA, PA

Past

June 6, 2014 - January 3, 2017

PROVASI CAPITAL PARTNERS LP

CRD#: 119539

DALLAS, TX

Past

August 29, 2008 - May 29, 2014

EATON VANCE MANAGEMENT

RIA

CRD#: 104859

BOSTON, MA

Past

November 28, 2007 - May 29, 2014

EATON VANCE DISTRIBUTORS, INC.

CRD#: 37731

BOSTON, MA

Past

November 1, 2005 - November 20, 2007

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

WAKEFIELD, MA

Past

October 6, 2005 - November 20, 2007

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

WAKEFIELD, MA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

ALTA WEALTH ADVISORS LLC

CRD#: 293675 / SEC#: 801-112848

RIA

Registered Investment Advisory firm - (4/17/2018 Approved)

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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Connecticut
(2/2/2026)

Florida
(2/3/2026)

Massachusetts
(1/30/2026)

IAR

Massachusetts
(1/30/2026)

New Hampshire
(2/3/2026)

New York
(2/3/2026)

Rhode Island
(2/9/2026)

Texas
(1/30/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 10/29/2005

Uniform Combined State Law Examination

General Industry/Product Exam

Series 79TO

Date: 1/2/2023

Investment Banking Registered Representative Examination

General Industry/Product Exam

SIE

Date: 12/13/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/5/2005

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

ALTA WEALTH ADVISORS LLC

CRD#: 293675 / SEC#: 801-112848

RIA

Registered Investment Advisory firm - (4/17/2018 Approved)

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Contact information

Main Address

400 Tradecenter, Suite 4810, Woburn, MA 01801

Mailing Address

Phone number

(781) 404-6909

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ALTA WEALTH ADVISORS LLC WRAP FEE PROGRAM (2/26/2025)

ADV PART 2A-ALTA WEALTH ADVISORS LLC (2/26/2025)

Regulatory assets under management

Total Number of Accounts	1,203
AUM (Assets Under Management)	$ 495,478,972

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.

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Advisor Monitoring

Firm Stability Insights

William G. Skinner

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Gerard Skinner JR's CRS (Customer Relationship Summary).

Certified licenses

Experience

LPL FINANCIAL LLC

OSAIC INSTITUTIONS, INC.

OSAIC INSTITUTIONS, INC.

DESTRA CAPITAL ADVISORS LLC

DESTRA CAPITAL INVESTMENTS LLC

RESOURCE SECURITIES LLC

PROVASI CAPITAL PARTNERS LP

EATON VANCE MANAGEMENT

EATON VANCE DISTRIBUTORS, INC.

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

Primary Firm SEC Registration

ALTA WEALTH ADVISORS LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 10/29/2005

Series 79TO

Date: 1/2/2023

SIE

Date: 12/13/2017

Series 7

Date: 10/5/2005

FINRA

Current Firm

ALTA WEALTH ADVISORS LLC

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ALTA WEALTH ADVISORS LLC

TRUST BUT VERIFY

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