William Clarence Lohnes
Professional Summary
William Clarence Lohnes, who also goes by Bill Lohnes, was a registered financial advisor. William was a previously registered financial professional and started their career in finance 1975 - 2017. William had worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 62, Series 1 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
Bill Lohnes
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
No current employment
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Years of Experience
51 years in the financial services industry
Current & Past Employments
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Current Firm
CATALYST WEALTH MANAGEMENT | KALOS MANAGEMENT, INC. | KALOS MANAGEMENT
Contact Information
Main Address
818 A1a N Ste. 30, Ponte Vedra Beach, FL 32082Phone Number
(770) 407-5401# of Employees
5Regulatory Assets Under Management
Total Number of Accounts
1,174AUM (Assets Under Management)
$128,562,434Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 62 — Corporate Securities Limited Representative Examination
Passed Sep 1989Series 1 — Registered Representative Examination
Passed Feb 1975Similar Advisors
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Similar Advisors
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