William Gerard Skinner
Investment adviser representative at Alta Wealth Advisors LLC
14 yearsExperience
1 stateRegistered in
$664.6MFirm 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 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
- Seminars and workshops
Experience
14 years in the industry.
- Alta Wealth Advisors LLCJan 2026 to now
- LPL Financial, LLCJan 2026 to now
- OsaicDec 2021 to Jan 2026
- Destra Capital Investments LLCOct 2018 to Dec 2021
- UnemployedDec 2017 to Oct 2018
- Resource Securities, Inc.Jan 2017 to Dec 2017
- BehringerJun 2014 to Dec 2016
- Provasi CapitalMay 2014 to Dec 2016
- Yogurt CityJul 2012 to Dec 2017
Exams passed
- Series 66 · Uniform Combined State Law2005
State registrations
Registered as an investment adviser representative in 1 state (MA).
Alta Wealth Advisors LLC
$664.6MAssets managed
779Clients
12Advisers
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
- 4892934
- Firm CRD
- 293675