WG
Firm Information
Compensation
Fee-Only (AUM)
Number of Advisors
9 advisors
Number of Clients
93 clients
Average Client Portfolio
$984K average
Assets Under Management
$91.5M
Fee Structure
This brochure supplement provides information about the advisors of Private Portfolio of San Diego. The fee structure is not described in this supplement. Please refer to the firm's main brochure for fee information.
Areas of Practice
Investment Management
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Advisor Information
Office location
333 H Street, Suite 5000, Chula Vista, CA, 91910
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
William is a licensed insurance agent appointed with various insurance companies since 2010. He also works as a bi-lingual on-call benefits counselor and teacher, dedicating a few hours per week to each activity.
Employment History
Current Registrations
Private Portfolio of San Diego
July 2022 - Present · 3 yrs 6 mos
Private Portfolio, INC.
January 2016 - Present · 10 yrs
Private Portfolio, INC. Broker
January 2016 - Present · 10 yrs
Previous Registrations
Farmers Financial Solutions, LLCBroker
October 2007 - December 2015 · 8 yrs 2 mos
First American National Securities, INC. Broker
September 1986 - December 1990 · 4 yrs 3 mos
State Registrations2 states
CATX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.