William Bianchi is a registered investment advisor, based in San Diego, CA, with 19 years of industry experience.
Location
11440 W. Bernardo Court, Suite 300, San Diego, CA, 92127
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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 →Other Business ActivitiesSells Insurance
William is an insurance producer principal with Health & Wealth Advisors since 2007. He spends about 10-20% of his time meeting with clients, offering products, and training agents.
Employment History
Current Registrations
Kingswood Capital Partners, LLCBroker
May 2022 - Present · 4 yrs
Kingswood Wealth Advisors, LLC
May 2022 - Present · 4 yrs
Previous Registrations
Capital Analysts
May 2021 - May 2022 · 1 yr
Lincoln Investment
March 2021 - May 2022 · 1 yr 2 mos
Lincoln InvestmentBroker
January 2017 - May 2022 · 5 yrs 4 mos
Legend Equities CorporationBroker
May 2014 - January 2017 · 2 yrs 8 mos
MML Investors Services, LLCBroker
October 2012 - May 2014 · 1 yr 7 mos
MML Investors Services, LLCBroker
February 2006 - September 2011 · 5 yrs 7 mos
State Registrations7 states
CACOFLNCNYOHSC
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.