William Edmond Lewallen
Investment adviser representative at Equitable Advisors, LLC
10 yearsExperience
1 stateRegistered in
$47.3BFirm assets
48 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
10 years in the industry.
- Equitable Advisors, LLCFeb 2025 to now
- UnemployedJan 2025 to Feb 2025
- Newport Beach Country ClubOct 2023 to Jan 2025
- UnemployedJan 2023 to Oct 2023
- VarisJul 2021 to Jan 2023
- UnemployedJan 2021 to Jul 2021
- SadaMar 2019 to Jan 2021
- Microsoft CorporationJul 2015 to Mar 2019
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (CA).
Equitable Advisors, LLC
$47.3BAssets managed
76,027Clients
4,640Advisers
48 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
- 8037599
- Firm CRD
- 6627