WILLIAM CALVIN BEATTIE is an investment adviser representative (IAR) with state registration records since 2003, appearing at 8 firms. Currently registered with CERITY PARTNERS LLC.
| Firm | From | To | Current |
|---|---|---|---|
| CERITY PARTNERS LLC | 2023-11-09 | present | Yes |
| GOLDMAN SACHS WEALTH SERVICES, L.P. | 2023-11-02 | 2023-11-16 | — |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 2021-07-13 | 2023-11-02 | — |
| EATON VANCE WATEROAK ADVISORS | 2018-07-09 | 2021-07-01 | — |
| EDELMAN FINANCIAL SERVICES, LLC | 2016-08-16 | 2018-06-06 | — |
| CHARLES SCHWAB & CO., INC. | 2005-11-14 | 2016-08-12 | — |
| BANC OF AMERICA INVESTMENT SERVICES, INC. | 2005-05-17 | 2005-11-16 | — |
| A. G. EDWARDS & SONS, INC. | 2003-07-22 | 2005-05-26 | — |