WILLIAM DAVID BERTRAN is an investment adviser representative (IAR) with state registration records since 2007, appearing at 4 firms. Currently registered with VAN DIEST CAPITAL, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| VAN DIEST CAPITAL, LLC | 2025-11-25 | present | Yes |
| OSAIC WEALTH, INC. | 2018-11-02 | 2025-11-26 | — |
| SIGNATOR INVESTORS, INC. | 2016-05-13 | 2018-11-02 | — |
| TRANSAMERICA FINANCIAL ADVISORS, LLC | 2007-08-29 | 2016-05-13 | — |