William Leonard Lafferty
Investment adviser representative at Ta Capital Management, LLC
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$438.9MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
11 years in the industry.
- Ta Capital Management, LLCNov 2019 to now
- Total Alignment Wealth AdvisorsAug 2018 to now
- The Warwick TavernJan 2016 to Aug 2018
- Rowan UniversityJan 2015 to May 2018
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 1 state (NJ).
Ta Capital Management, LLC
$438.9MAssets managed
101Clients
4Advisers
12 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
- 7179616
- Firm CRD
- 169326