Adviser and broker representative · Executive Services Securities, LLC
William J. Folan
CRD 1881520 · Atlanta, GA
At a glance
William J. Folan is an investment adviser representative with Executive Services Securities, LLC in Atlanta, GA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on William’s SEC record dates to 2010, about 16 years ago. William is also registered as a broker representative.
Current advisory firm
- Executive Services Securities, LLCSince April 2010Atlanta, GA · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 2010 (16 years)
- Designations
- None on file
- Exams
- Series 63, Series 65
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
William’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.