William James Oconnell
Investment adviser representative at Sovran Advisors, LLC
12 yearsExperience
2 statesRegistered in
$1.9BFirm assets
2 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Coronado Golf CourseJul 2026 to now
- Sovran Advisors, LLCFeb 2025 to now
- Cetera Wealth Services, LLCFeb 2025 to now
- William J. O'connellMar 2022 to now
- LPL Financial, LLCNov 2014 to Feb 2025
- Wcg Wealth Advisors, LLCNov 2014 to Feb 2025
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
- Series 66 · Uniform Combined State Law2000
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Sovran Advisors, LLC
$1.9BAssets managed
4,018Clients
70Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2632117
- Firm CRD
- 329415