William HattonCRD Number: 6181330
Current Firm: Billfold Budget Counseling
William Hatton (CRD# 6181330) is an Investment Advisor Representative working at Billfold Budget Counseling in Sherman Oaks, CA and has over 6 years of experience in the finance industry. William Hatton has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Awm Capital, LLC
Wedbush Securities Inc.
Virtue Capital Management, LLC
|Billfold Budget Counseling||Sherman Oaks, CA||Jul 2019 - Current||2|
|Financial Security Solutions Corp.||Tarzana, CA||Feb 2013 - Jun 2019||6|
|Project Grad||Sylmar, CA||Nov 2011 - Feb 2013||1|
|College Of The Canyons||Santa Clarita, CA||Jun 2011 - Feb 2013||1|
|Lamppost Pizza||Saugus, CA||Jul 2008 - Aug 2012||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Feb 2015|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Financial planning services
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