William Chetney (CRD# 1598915) is an Investment Advisor Representative working at Foundational Retirement Solutions LLC in Haines, AK and has over 37 years of experience in the finance industry.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Foundational Retirement Solutions LLC | Carlsbad, CA | Jun 2017 - Current | 6 |
| Global Retirement Partners LLC | San Rafael, CA | Jul 2014 - Nov 2017 | 3 |
| Gogan & Williams | San Rafael, CA | Jun 2017 - Sep 2017 | < 1 |
| Lpl Financial | San Juan Capistrano, CA | Nov 2010 - Jun 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 1987 |
- CA
-
Total Assets Under Management138MILLIONS
-
Total Number of Accounts25ACCOUNTS
-
Average Account Value$5,526,045
- Other
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, CA, MA
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