William Folan is a registered investment advisor at Executive Services Securities, LLC, based in Atlanta, GA, with 36 years of industry experience. Their practice areas include Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Executive Services Securities (ESS) provides investment advice to corporations regarding their Non Qualified Executive Benefit Plans and typically does not charge a fee for these services. If a client or client employee wants specific investment advisory services, ESS would refer them to a third party Registered Investment Advisor.
Location
3445 Peachtree Road Ne, Suite 200, Atlanta, GA, 30326-1156
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Executive Services Securities, LLC
Executive Services Securities, LLCBroker
Previous Registrations
Goldman, Sachs & CO.Broker
One Securities CORP.Broker
The Equitable Life Assurance Society of the United StatesBroker
Equico Securities, INC.Broker
State Registrations35 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.