William Daniels, financial advisor Hillsborough CA

William Daniels

CRD Number: 2259122
Current Firm: Live Oak Advisors, LLC

William Daniels (CRD# 2259122) is an Investment Advisor Representative working at Live Oak Advisors, LLC in Hillsborough, CA and has over 31 years of experience in the finance industry.

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Company Name Location Dates Years
Serbin Creative, Inc. Beverly Hills, CA Jun 2018 - Current 5
Mwa Life Sciences, Inc. Hillsborough, CA Dec 2015 - Current 8
Yodelist LLC Hillsborough, CA Dec 2012 - Current 11
Workbook, LLC Beverly Hills, CA Dec 2009 - Current 14
Live Oak Advisors, LLC Hillsborough, CA Mar 2000 - Current 24
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1992
S65 NASAA Investment Advisors Law Examination Aug 1993
Contact Info for William R. Daniels
Phone Number: (650) 796-7209
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    6
    MILLIONS
  • Total Number of Accounts
    6
    ACCOUNTS
  • Average Account Value
    $1,071,853
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CA

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