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William Albert Losey

Bill Losey Retirement Solutions, LLC

The Villages, FL

CRD 2290403

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Employer firm

Bill Losey Retirement Solutions, LLC CRD 140731

$39.6M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • CONSULTING

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

Current Employers
Bill Losey Retirement Solutions, Llc

The Villages, FL • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-02-02
NY RA APPROVED 2021-03-22
  • FL RA
    APPROVED
    Since 2024-02-02
  • NY RA
    APPROVED
    Since 2021-03-22

Branch Locations

The Villages, FL • 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
Bill Losey Retirement Solutions Llc The Villages FL 07/2005 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1996-03-21
S63 Uniform Securities Agent State Law Examination 1992-11-25
  • S65 Uniform Investment Adviser Law Examination
    1996-03-21
  • S63 Uniform Securities Agent State Law Examination
    1992-11-25
Designations
  • Certified Financial Planner
Other Names
  • Bill Losey
  • Billy Losey

View on SEC IAPD

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