WILLIAM ALAN VOGEL is an investment adviser representative (IAR) with state registration records since 1994, appearing at 2 firms. Currently registered with ADVOCACY WEALTH MANAGEMENT, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| ADVOCACY WEALTH MANAGEMENT, LLC | 2025-07-07 | present | Yes |
| MONTAG & CALDWELL, AN ADVOCACY WEALTH COMPANY | 1994-06-30 | 2025-09-24 | — |