William Davis (CRD# 3188964) is an Investment Advisor Representative working at Pinnacle Capital Advisors in Long Beach, CA and has over 23 years of experience in the finance industry.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 2962660
Grove Point Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Sentinel Stone Financial, LLC | Eagle, ID | Oct 2023 - Current | < 1 |
| Pinnacle Capital Advisors, LLC | Long Beach, CA | May 2020 - Current | 4 |
| Pinnacle Capital Securities, LLC | Long Beach, CA | Aug 2018 - Current | 5 |
| Saxony Capital Management | St. Louis, MO | May 2018 - Dec 2018 | < 1 |
| Five 9 Securities, LLC | Los Angeles, CA | May 2016 - Aug 2018 | 2 |
| Aaron Capital Incorporated, Inc. | Memphis, TN | Apr 2015 - May 2016 | 1 |
| The Options Group, LLC | Memphis, TN | Feb 2012 - Mar 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Aug 2000 |
| S63 | Uniform Securities State Law Examination | Mar 2015 |
- CA
-
Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Selection of other advisers (including private fund managers)
CA
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