William A. Mccalmon

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CRD#: 821569

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

William Albert Mccalmon, who also goes by Bill Mccalmon, was a registered financial professional .

William is a previously registered financial professional and started their career in finance in 1976. William had worked at 8 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 1 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Bill Mccalmon

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. 11/06/09 - REAL ESTATE / CO-OWNER OF A 4 UNIT APARTMENT BUILDING / LOMA LINDA, CA / 3% OF TIME 2. William A. McCalmon, Sole Proprietor; Investment Related; Fixed Insurance Sales; Insurance Agent; Started XX/1976 3. 12/18/09 - LAURA'S TRAVEL SERVICE, INC. ACT AS AN OUTSIDE AGENT IN BOOKING SMALL GROUP TRAVEL AS AN AVOCATION, OTHER-TRAVEL AGENCY.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

February 13, 2018 - September 2, 2022

BOSMAN WEALTH MANAGEMENT, LLC

RIA

CRD#: 290550

REDLANDS, CA

Past

September 8, 2009 - February 10, 2017

LPL FINANCIAL LLC

RIA

CRD#: 6413

REDLANDS, CA

Past

September 8, 2009 - February 10, 2017

LPL FINANCIAL LLC

CRD#: 6413

REDLANDS, CA

Past

May 6, 2003 - September 8, 2009

ASSOCIATED SECURITIES CORP.

RIA

CRD#: 12969

REDLANDS, CA

Past

November 20, 2002 - October 13, 2009

ASSOCIATED PLANNERS INVESTMENT ADVISORY INC

RIA

CRD#: 104790

REDLANDS, CA

Past

December 4, 2001 - September 8, 2009

ASSOCIATED SECURITIES CORP.

CRD#: 12969

REDLANDS, CA

Past

December 1, 1989 - December 5, 2001

PIM FINANCIAL SERVICES, INC.

CRD#: 10547

SAN MARCOS, CA

Past

November 19, 1989 - December 19, 1989

OSAIC WEALTH, INC.

CRD#: 23131

SCOTTSDALE, AZ

Past

April 9, 1985 - November 19, 1989

INTEGRATED RESOURCES EQUITY CORPORATION

CRD#: 6403

Past

March 2, 1984 - April 22, 1985

LPL FINANCIAL LLC

CRD#: 6413

Past

April 27, 1976 - March 6, 1984

LINCOLN FINANCIAL DISTRIBUTORS, INC.

CRD#: 145

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".

BOSMAN WEALTH MANAGEMENT, LLC

CRD#: 290550 / SEC#: 801-132247

RIA

Registered Investment Advisory firm - (3/24/2025 Approved)

California

Registered Investment Advisory firm - (4/25/2025 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

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

Visual representation of state registrations

This advisor is not registered in any state.

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.

Exams

State Security Law Exam

IAR

Series 66

Date: 11/14/2002

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 11/4/1985

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 2/10/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/20/1985

General Securities Representative Examination

General Industry/Product Exam

Series 1

Date: 4/19/1976

Registered Representative Examination

Principal/Supervisory Exam

Series 24

Date: 12/11/1985

General Securities Principal Examination

Current Firm

BOSMAN WEALTH MANAGEMENT, LLC

CRD#: 290550 / SEC#: 801-132247

RIA

Registered Investment Advisory firm - (3/24/2025 Approved)

California

Registered Investment Advisory firm - (4/25/2025 Terminated)

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Contact information

Main Address

555 Cajon Street Suite D, Redlands, CA 92373

Mailing Address

Phone number

(909) 792-6765

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A & 2B SEC (2/21/2025)

FORM ADV2A/2B (2/3/2025)

Regulatory assets under management

Total Number of Accounts	280
AUM (Assets Under Management)	$ 122,542,571

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 A. Mccalmon

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

LPL FINANCIAL LLC

LPL FINANCIAL LLC

ASSOCIATED SECURITIES CORP.

ASSOCIATED PLANNERS INVESTMENT ADVISORY INC

ASSOCIATED SECURITIES CORP.

PIM FINANCIAL SERVICES, INC.

OSAIC WEALTH, INC.

INTEGRATED RESOURCES EQUITY CORPORATION

LPL FINANCIAL LLC

LINCOLN FINANCIAL DISTRIBUTORS, INC.

Primary Firm SEC Registration

BOSMAN WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 11/14/2002

Series 63

Date: 11/4/1985

SIE

Date: 2/10/2017

Series 7

Date: 7/20/1985

Series 1

Date: 4/19/1976

Series 24

Date: 12/11/1985

Current Firm

BOSMAN WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BOSMAN WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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