William Altavilla is a registered investment advisor, based in Folsom, CA, with 34 years of industry experience.
Location
1130 Iron Point Road, Suite 100, Folsom, CA, 95630
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Capfinancial Securities, LLC.Broker
March 2021 - Present · 5 yrs 2 mos
Captrust
March 2021 - Present · 5 yrs 2 mos
Previous Registrations
Wells Fargo Advisors Financial Network, LLC
December 2015 - March 2021 · 5 yrs 3 mos
Wells Fargo Advisors Financial Network, LLCBroker
December 2015 - March 2021 · 5 yrs 3 mos
Mid Atlantic Financial Management, INC.
May 2004 - December 2015 · 11 yrs 7 mos
Mid Atlantic Capital CorporationBroker
May 2004 - December 2015 · 11 yrs 7 mos
London Pacific Advisors
July 1997 - May 2004 · 6 yrs 10 mos
London Pacific Securities, INC.Broker
February 1992 - May 2004 · 12 yrs 3 mos
State Registrations8 states
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AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.