William Hawkins, financial advisor Pleasant Hill CA
81 score

William Hawkins

CRD Number: 1967710
Current Firm: Global Retirement Partners LLC

William Hawkins (CRD# 1967710) is an Investment Advisor Representative working at Global Retirement Partners LLC in Pleasant Hill, CA and has over 26 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC Pittsburg, CA Sep 2014 - Current 2
Global Retirement Partners LLC San Rafael, CA Sep 2014 - Current 2
Financial Telesis San Rafael, CA Oct 2005 - Dec 2014 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1990
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Judgments / Liens
Get Details on the FINRA Advisor Check site
Contact Info for William C. Hawkins
Phone Number: 415-526-2751
Registered State(s):
  • AK
  • CA
By the Numbers
  • Total Assets Under Management
    18,102
    MILLIONS
  • Total Number of Accounts
    3,121
    ACCOUNTS
  • Average Account Value
    $5,800,177
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, KS, KY, MA, MD, ME, MI, MN, MO, MT, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
81

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