William Guthreau (CRD# 2584389) is an Investment Advisor Representative working at American Investors Co in San Ramon, CA and has over 29 years of experience in the finance industry.
CRD# 4105009
Lowery Thomas, LLC
CRD# 1245314
Wealth & Tax Planners LLC
CRD# 2055289
Powering Your Retirement
| Company Name | Location | Dates | Years |
|---|---|---|---|
| American Investors Company | San Ramon, CA | May 2013 - Current | 11 |
| William Guthreau, Insurance Agent | Concord, CA | Jul 2001 - Current | 22 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 1995 |
| S65 | NASAA Investment Advisors Law Examination | Jul 1998 |
- CA
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Total Assets Under Management511MILLIONS
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Total Number of Accounts1,917ACCOUNTS
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Average Account Value$266,563
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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)
AZ, CA, CO, FL, IL, NV, NY, OR, TN, TX, WA
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