William James Oconnell

Current Employers

Employment History

• 11/2014 → 02/2025
  Lpl Financial, Llc
  San Diego, CA
• 11/2014 → 02/2025
  Wcg Wealth Advisors, Llc
  San Diego, CA
• 02/2025 → Present
  Sovran Advisors Llc - Crd 329415
  San Diego, CA
• 03/2022 → Present
  William J. O'COnnell
  San Diego, CA
• 02/2025 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 07/2026 → Present
  Coronado Golf Course
  Coronado, CA

Previous Registrations

• 2014-11-19 → 2025-03-12
  The Wealth Consulting Group
  San Diego, CA
• 2002-02-20 → 2014-11-19
  Msi Financial Services, Inc.
  San Diego, CA
  San Diego, CA
  San Diego, CA

Other Businesses

1.NAME OF OTHER BUSINESS: SOVRAN ADVISORS LLC - CRD 329415 INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: SEC REGISTERED INVESTMENT ADVISORY FIRM POSITION/TITLE/RELATIONSHIP: INVESTMENT ADVISOR REPRESENTATIVE START DATE: 02/2025 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: FINANCIAL PLANNING AND ASSET MANAGEMENT; 2. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 04/1995 APX NUMBER OF HOURS PER WEEK: 3 APX NUMBER OF HOURS DURING TRADING HOURS: 1 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS FIXED INSURANCE PRODUCTS; 3. NAME OF OTHER BUSINESS: WILLIAM J. O'CONNELL INVESTMENT RELATED: NO ADDRESS: SAME AS RESIDENTIAL LOCATION NATURE OF BUSINESS: TAX RETURN START DATE: 03/2022 POSITION/TITLE/RELATIONSHIP: OWNER APX NUMBER OF HOURS PER WEEK: 6 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: I PROVIDE INCOME TAX RETURN PREPARATION FOR INDIVIDUALS AND SMALL HOME -BASED BUSINESS; 4. NAME OF OTHER BUSINESS: CORONADO GOLF COURSE INVESTMENT RELATED: NO ADDRESS: 2000 VISALIA ROW CORONADO CA 92118 NATURE OF BUSINESS: GOLF COURSE START DATE: 8/01/2026 POSITION/TITLE/RELATIONSHIP: GOLF COURSE MARSHAL APX NUMBER OF HOURS PER WEEK: 5.5 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: AS AN ON COURSE MARSHAL, I WILL KEEP TRACK OF GOLFERS POSITION ON COURSE AND MONITOR THEIR PACE-OF-PLAY.

Exams

• S66 Uniform Combined State Law Examination
  2000-08-29
• S63 Uniform Securities Agent State Law Examination
  1995-07-18