William J. Hatton
Professional summary
William James Hatton, CFP®, who also goes by Bill Hatton, Billy Hatton, is a registered financial advisor currently at BILLFOLD BUDGET COUNSELING located in Sherman Oaks, California.
William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. William has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view William James Hatton's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2018
Experience
September 11, 2019 - Present
BILLFOLD BUDGET COUNSELING
Office #1: 14900 Magnolia Blvd #55474, Sherman Oaks, CA 91403October 19, 2017 - July 23, 2019
FINANCIAL SECURITY SOLUTIONS, CORP.
November 10, 2016 - July 1, 2019
OSAIC WEALTH, INC.
December 1, 2014 - July 1, 2019
OSAIC WEALTH, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(9/11/2019)
Exams
Current Firm
BILLFOLD BUDGET COUNSELING
CRD#: 305073 / SEC#:
Contact information
Red Flags
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