William Oconnell is a registered investment advisor, based in San Diego, CA, with 30 years of industry experience.
Location
3131 Camino Del Rio N., Suite 800, San Diego, CA, 92108
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Regulatory History
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 →Other Business ActivitiesSells Insurance
William is an investment advisor representative at Sovran Advisors LLC, dedicating full-time hours to financial planning and asset management. He also works as an insurance agent selling fixed insurance products and owns a tax return preparation business, spending a few hours per week on each.
Employment History
Current Registrations
Sovran Advisors, LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
The Wealth Consulting Group
LPL Financial LLCBroker
Metlife Securities INC.
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
Hornor, Townsend & Kent, INC.Broker
State Registrations4 states
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.