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Head of Marketing and Strategy · Lloyd Tevis Investments, LLC

William J. Poulin

CRD 1335570 · Named on Form ADV at one SEC-registered adviser

At a glance

Lloyd Tevis Investments, LLC, an SEC-registered wealth manager based in Lafayette, CA with $435,000 in regulatory assets, lists William J. Poulin on its Form ADV as Head of Marketing and Strategy.

Firms and roles

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William’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For William’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.