WILLIAM WALKER LOHREY is an investment adviser representative (IAR) with state registration records since 2022, appearing at 2 firms. Currently registered with FINANCIAL ENGINES ADVISORS L.L.C..
| Firm | From | To | Current |
|---|---|---|---|
| FINANCIAL ENGINES ADVISORS L.L.C. | 2024-02-22 | present | Yes |
| CONNECTICUT WEALTH MANAGEMENT, LLC | 2022-10-14 | 2024-01-17 | — |