William Moffly (CRD# 7655517) is an Investment Advisor Representative working at Validus Capital LLC in El Segundo, CA and has 1 year of experience in the finance industry.
CRD# 6724246
Modern Assets, LLC
CRD# 2619073
Wedbush Securities Inc.
CRD# 1343922
Virtue Capital Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Validus Capital LLC | El Segundo, CA | Oct 2022 - Current | 1 |
| Black Knight Financial Services | Denver, CO | Mar 2021 - Sep 2022 | 1 |
| Pennymac Financial Services | Westlake Village, CA | Jul 2019 - Feb 2021 | 1 |
| University Of California, Santa Barbara | Santa Barbara, CA | Sep 2014 - Jun 2019 | 4 |
| Glen Annie Gc | Goleta, CA | Oct 2018 - May 2019 | < 1 |
| Bank Of America | Santa Barbara, CA | Jun 2018 - Sep 2018 | < 1 |
| Camden Capital | El Segundo, CA | Jun 2017 - Sep 2017 | < 1 |
| Annadale Gc | Pasadena, CA | Jun 2016 - Sep 2016 | < 1 |
| Student | Pasadena, CA | Nov 2012 - Jun 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Nov 2022 |
- CA
-
Total Assets Under Management1,632MILLIONS
-
Total Number of Accounts2,678ACCOUNTS
-
Average Account Value$609,495
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)
- Other
CA, TX
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