William Chatham, financial advisor Sacramento CA
76 score

William Chatham

CRD Number: 1217514
Current Firm: Park Avenue Securities LLC

William Chatham (CRD# 1217514) is an Investment Advisor Representative working at Park Avenue Securities LLC in Sacramento, CA and has over 20 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Park Avenue Securities LLC Sacramento, CA May 1999 - Current 19
The Guardian Life Insurance Company Of A Sacramento, CA Jul 1982 - Current 35
Chatham Relles Sacramento, CA Jul 1982 - Current 35
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1998
S65 NASAA Investment Advisors Law Examination Nov 2004
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:
  • Regulatory Event
Get Details on the FINRA Advisor Check site
Contact Info for William T. Chatham
Phone Number: 1-888-600-4667
Registered State(s):
  • AZ
  • CA
  • UT
  • ID
By the Numbers
  • Total Assets Under Management
    2,821
    MILLIONS
  • Total Number of Accounts
    15,391
    ACCOUNTS
  • Average Account Value
    $183,263
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States

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

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BADGES
76

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