William Tanner, financial advisor Los Angeles CA

William Tanner

CRD Number: 4388542
Current Firm: Ami Asset Management Corp

William Tanner (CRD# 4388542) is an Investment Advisor Representative working at Ami Asset Management Corp in Los Angeles, CA and has over 23 years of experience in the finance industry.

Similar Advisors
Brandon Averill, financial advisor Los Angeles CA
Brandon L. Averill
CRD# 5781614
Awm Capital, LLC
Similar Advisors
John Defonso, financial advisor Los Angeles CA
John P. Defonso
CRD# 6406556
Aqua Capital Advisors
Similar Advisors
Marie Thomasson, financial advisor Los Angeles CA
Marie E. Thomasson
CRD# 6724246
Modern Assets, LLC
Company Name Location Dates Years
Ground Control Business Management Los Angeles, CA Jul 2021 - Current 2
Ami Asset Management Los Angeles, CA Sep 1993 - Current 30
Tanner Mainstain Glynn & Johnson LLP Los Angeles, CA Jun 1975 - Jun 2021 46
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Sep 2000
Contact Info for William H. Tanner
Phone Number: 424 320-4000
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    1,622
    MILLIONS
  • Total Number of Accounts
    1,256
    ACCOUNTS
  • Average Account Value
    $1,291,191
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States

AZ, CA, CO, FL, IA, IL, MA, NC, NH, NV, NY, TX

Ready to hire a financial advisor? Get competitive proposals from William Tanner and other advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.