WILLIAM MONFILS UPSON is an investment adviser representative (IAR) with state registration records since 1997, appearing at 3 firms. Currently registered with NWF ADVISORY SERVICES INC.
| Firm | From | To | Current |
|---|---|---|---|
| NWF ADVISORY SERVICES INC | 2026-01-01 | present | Yes |
| STERLING FINANCIAL SERVICES, INC. | 1999-10-19 | 2009-03-17 | — |
| OSAIC WEALTH, INC. | 1997-07-08 | 2025-10-29 | — |