WL
William J. Lafleur
SOVRAN ADVISORS
SAN DIEGO, CA 92108
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CRD#: 5307202
WL
Professional summary
William James Lafleur is a registered financial advisor currently at SOVRAN ADVISORS, LLC located in San Diego, California.
William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. William has worked at 3 firms and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
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.
1. NAME OF OTHER BUSINESS: Limited Power of Attorney INVESTMENT RELATED: yes ADDRESS: Personal Residence NATURE OF BUSINESS: Power of Atty for Daughter START DATE: 03/01/2021 APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 1 POSITION/TITLE/RELATIONSHIP: Power of Atty BRIEF DESCRIPTION OF DUTIES: monitor investment accounts pro bono for family members 2. NAME OF OTHER BUSINESS: Limited Power of Attorney INVESTMENT RELATED: yes ADDRESS: Personal Residence NATURE OF BUSINESS: Power of Atty for Niece START DATE: 01/28/2015 APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 1 POSITION/TITLE/RELATIONSHIP: Power of Atty BRIEF DESCRIPTION OF DUTIES: monitor investment accounts pro bono for family members 3. NAME OF OTHER BUSINESS: Limited Power of Attorney INVESTMENT RELATED: yes ADDRESS: Personal Residence NATURE OF BUSINESS: Power of Atty for Niece START DATE: 01/30/2016 APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 1 POSITION/TITLE/RELATIONSHIP: Power of Atty BRIEF DESCRIPTION OF DUTIES: monitor investment accounts pro bono for family members 4. NAME OF OTHER BUSINESS: Limited Power of Attorney INVESTMENT RELATED: yes ADDRESS: Personal Residence NATURE OF BUSINESS: Power of Atty for Sibling START DATE: 01/31/2015 APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 1 POSITION/TITLE/RELATIONSHIP: Power of Atty BRIEF DESCRIPTION OF DUTIES: monitor investment accounts pro bono for family members 5. NAME OF OTHER BUSINESS: Limited Power of Attorney INVESTMENT RELATED: yes ADDRESS: Personal Residence NATURE OF BUSINESS: Power of Atty for Niece START DATE: 01/30/2016 APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 1 POSITION/TITLE/RELATIONSHIP: Power of Atty BRIEF DESCRIPTION OF DUTIES: monitor investment accounts pro bono for family members 6. NAME OF OTHER BUSINESS: Limited Power of Attorney INVESTMENT RELATED: yes ADDRESS: Personal Residence NATURE OF BUSINESS: Power of Atty for Nephew START DATE: 01/30/2023 APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 1 POSITION/TITLE/RELATIONSHIP: Power of Atty BRIEF DESCRIPTION OF DUTIES: monitor investment accounts pro bono for family members
CRS (Client Relationship Summary) - RIA
Click below to view William James Lafleur'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®
NoneExperience
Current
February 10, 2025 - Present
SOVRAN ADVISORS, LLC
Office #1: 3131 Camino Del Rio N. Suite 800, San Diego, CA 92108RIA
CRD#: 329415
SAN DIEGO, CA
Past
October 21, 2020 - March 12, 2025
THE WEALTH CONSULTING GROUP
RIA
CRD#: 173194
San Diego, CA
Past
May 16, 2007 - November 22, 2011
BUECHLER CAPITAL ASSET MANAGEMENT, LLC
RIA
CRD#: 139600
LA JOLLA, CA
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".
SA
SOVRAN ADVISORS, LLC
COMPASS CAPITAL | WEALTHPOINTE ADVISORS | WEALTH ADVISORY SOLUTIONS, FINANCIAL & INSURANCE SERVICES | WEALTH 365 ADVISORS FINANCIAL AND INSURANCE SERVICES | THE FINANCIAL COLLECTIVE | SOVRAN PARTNERS | SOVRAN ADVISORS, LLC | PINDER & NEIMEYER FINANCIAL | PEARCY FINANCIAL PARTNERS AND INSURANCE SERVICES | PARLIAMENT WEALTH MANAGEMENT AND INSURANCE SERVICES | OLIRIA FINANCIAL | J. SPENCER JONES WEALTH MANAGEMENT | INTEGRATIVE WEALTH PARTNERS PLANNING, INVESTMENTS, INSURANCE SOLUTIONS | GREATER PACIFIC SOLUTIONS FINANCIAL & INSURANCE SERVICES | FINANCIAL HAUS | ENVISAGE WEALTH MANAGEMENT | ECLIPSE FINANCIAL ADVISORS | DIRECT PATH PLANNING, INVESTMENTS, INSURANCE SOLUTIONS | CONCIERGE WEALTH MANAGEMENT & INSURANCE SOLUTIONS
CRD#: 329415 / SEC#: 801-129342
RIA
Registered Investment Advisory firm - (1/12/2024 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.Highlighted states indicate IAR registrations
IAR
California(2/10/2025)
Current Firm
SA
SOVRAN ADVISORS, LLC
COMPASS CAPITAL | WEALTHPOINTE ADVISORS | WEALTH ADVISORY SOLUTIONS, FINANCIAL & INSURANCE SERVICES | WEALTH 365 ADVISORS FINANCIAL AND INSURANCE SERVICES | THE FINANCIAL COLLECTIVE | SOVRAN PARTNERS | SOVRAN ADVISORS, LLC | PINDER & NEIMEYER FINANCIAL | PEARCY FINANCIAL PARTNERS AND INSURANCE SERVICES | PARLIAMENT WEALTH MANAGEMENT AND INSURANCE SERVICES | OLIRIA FINANCIAL | J. SPENCER JONES WEALTH MANAGEMENT | INTEGRATIVE WEALTH PARTNERS PLANNING, INVESTMENTS, INSURANCE SOLUTIONS | GREATER PACIFIC SOLUTIONS FINANCIAL & INSURANCE SERVICES | FINANCIAL HAUS | ENVISAGE WEALTH MANAGEMENT | ECLIPSE FINANCIAL ADVISORS | DIRECT PATH PLANNING, INVESTMENTS, INSURANCE SOLUTIONS | CONCIERGE WEALTH MANAGEMENT & INSURANCE SOLUTIONS
CRD#: 329415 / SEC#: 801-129342
RIA
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Contact information
Main Address
3131 Camino Del Rio N. Suite 800, San Diego, CA 92108
Mailing Address
Phone number
(619) 281-9890
Established
Firm type
Fiscal year end
# of Employees
58
SEC notice filing (32 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 4,470 |
| AUM (Assets Under Management) | $ 1,308,617,291 |
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.
