William Lawton (CRD# 865963) is an Investment Advisor Representative working at Capital Markets Iq, LLC in Arlington, TX and has over 27 years of experience in the finance industry.
CRD# 5009276
Hedgefield Wealth Management
CRD# 2234163
Cravens Brothers Private Wealth Management LLC
CRD# 2492919
Patton Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Capital Markets Iq, LLC | Davis, CA | Sep 2016 - Current | 7 |
| Seaspire Advisors, LLC | Chicago, IL | Feb 2014 - Current | 10 |
| Seagate Global Group | Redondo Beach, CA | Jan 1996 - Current | 28 |
| Seabright Asset Management , Ltd | Hong Kong, | Feb 2002 - Dec 2021 | 19 |
| Concert Wealth Management, Inc. | San Jose, CA | Dec 2013 - Sep 2016 | 2 |
| Dinosaur Securities LLC | New York, NY | Apr 2014 - Dec 2014 | < 1 |
| Govdesk, LLC | El Segundo, CA | Nov 1997 - Jun 2014 | 16 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 1997 |
- CA
-
Total Assets Under Management392MILLIONS
-
Total Number of Accounts680ACCOUNTS
-
Average Account Value$576,911
- 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 businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AL, AR, AZ, CA, CO, DE, FL, GA, IA, IL, IN, LA, MA, MI, MN, NC, NE, NH, NJ, NY, OH, PA, SC, TN, TX, VA, WA
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