William Davis
William Davis is a registered investment advisor at Pinnacle Capital Advisors, based in Long Beach, CA, with 26 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Retirement Planning.
Compensation
Firm Size
IM Fee
Fee Structure
- Financial Planning Fees: $10,000 - $25,000
- Consulting Fees: $25,000 - $100,000
Location
4105 E Broadway, Suite 102, Long Beach, CA, 90803
Get directionsHistory
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 the sole shareholder of Pinnacle Capital Holding, LLC, a holding company, dedicating minimal time to management duties. He is also a licensed insurance agent and head of compliance for Sentinel-Stone Financial, LLC, a merchant bank, spending a few hours per week on each activity.
Employment History
Current Registrations
Pinnacle Capital Advisors
Pinnacle Capital Securities, LLCBroker
Previous Registrations
Saxony Capital Management, LLC
Five 9 Securities, LLCBroker
Aaron Capital Incorporated
Aaron Capital IncorporatedBroker
The Options Group, LLC
LPL Financial LLC
LPL Financial LLCBroker
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
Nylife Securities INC.Broker
State Registrations2 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.