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William Leonard Lafferty

Total Alignment Wealth Advisors, LLC

Turnersville, NJ

Ta Capital Management, LLC

Sewell, NJ

CRD 7179616

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Employer firm

Total Alignment Wealth Advisors, LLC CRD 166538

28 advisory clients

Reported services (Item 5G)

  • Financial planning
  • INVESTMENT CONSULTING

From the firm’s Form ADV. Read the guides:

Current Employers
Total Alignment Wealth Advisors, Llc

5 Penn Plaza 19Th Floor, New York, NY 10001 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2019-11-21
  • NJ RA
    APPROVED
    Since 2019-11-21

Branch Locations

215 Fries Mill Road, Suite B1, Turnersville, NJ 08012 • United States

Ta Capital Management, Llc

123 Egg Harbor Rd Unit 506, Sewell, NJ 08080 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2019-11-21
  • NJ RA
    APPROVED
    Since 2019-11-21

Branch Locations

123 Egg Harbor Rd Unit 506, Sewell, NJ 08080 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Total Alignment Wealth Advisors New York NY 08/2018 Present
The Warwick Tavern Somerdale NJ 01/2016 08/2018
Rowan University Glassboro NJ 01/2015 05/2018
  • 08/2018 → Present
    Total Alignment Wealth Advisors
    New York, NY
  • 01/2016 → 08/2018
    The Warwick Tavern
    Somerdale, NJ
  • 01/2015 → 05/2018
    Rowan University
    Glassboro, NJ
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-05-17
  • S65 Uniform Investment Adviser Law Examination
    2019-05-17
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

ROCKCREST FINANCIAL LLC
FINANCIAL PLANNING PROFESSIONALS, INC.
CHESAPEAKE CAPITAL MANAGEMENT, LLC

Nearby Investors

Aiden Thomas Boorstein
STEVEN ALAN BOORSTEIN
EDWARD JOSEPH HARRINGTON

Nearby Offices

ROCKCREST FINANCIAL LLC · Turnersville, NJ
FINANCIAL PLANNING PROFESSIONALS, INC. · TURNERSVILLE, NJ
CHESAPEAKE CAPITAL MANAGEMENT, LLC · TURNERSVILLE, NJ

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