William Lavan Graves
Investment adviser representative at Outlook Wealth Advisors, LLC
15 yearsExperience
1 stateRegistered in
$593.7MFirm assets
8 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
15 years in the industry.
- Outlook Wealth Advisors, LLCJan 2024 to now
- Guardian Life Insurance CompanyJan 2021 to Jan 2024
- Park Avenue SecuritiesJan 2021 to Jan 2024
- King OperatingSep 2020 to Jan 2021
- UnemployedApr 2020 to Sep 2020
- EqisDec 2018 to Apr 2020
- Gagni Asset ManagementJan 2018 to Nov 2018
- UnemployedOct 2017 to Dec 2017
- Transamerica Capital, Inc.Jan 2011 to Sep 2017
Exams passed
- Series 66 · Uniform Combined State Law2018
- Series 63 · Uniform Securities Agent State Law2021
State registrations
Registered as an investment adviser representative in 1 state (TX).
Outlook Wealth Advisors, LLC
$593.7MAssets managed
569Clients
6Advisers
8 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
- 4163522
- Firm CRD
- 291465