William Hatton, financial advisor Sherman Oaks CA

William Hatton

CRD 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.

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Professional Designations
Company Name Location Dates Years
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
Contact Info for William J. Hatton
Phone Number: 818-522-0975
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
Advisory Services Offered
  • Financial planning services
Types of Clients
Registered States

CA

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