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William James Hatton

Billfold Budget Counseling

Sherman Oaks, CA

CRD 6181330

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Employer firm

Billfold Budget Counseling CRD 305073

35 advisory clients

Reported services (Item 5G)

  • Financial planning

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

Current Employers
Billfold Budget Counseling

14900 Magnolia Blvd #55474, Sherman Oaks, CA 91403 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APP_PEND_IARCE 2026-01-01
  • CA RA
    APP_PEND_IARCE
    Since 2026-01-01

Branch Locations

14900 Magnolia Blvd #55474, Sherman Oaks, CA 91403 • 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
Financial Security Solutions Corp. Tarzana CA 02/2013 06/2019
Billfold Budget Counseling Sherman Oaks CA 07/2019 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-02-26
  • S66 Uniform Combined State Law Examination
    2015-02-26
Designations
  • Certified Financial Planner
Other Names
  • Bill Hatton
  • Billy Hatton

View on SEC IAPD

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Nearby Investors

ANDY BOB CHONG
HUGH ARI MEYER
RYAN DAVID MEACHAM

Nearby Offices

MORPHEUS ADVISORS · SHERMAN OAKS, CA
BELAY INVESTMENT GROUP, LLC · SHERMAN OAKS, CA
HIGHLINE ASSET MANAGEMENT, LLC · SHERMAN OAKS, CA

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