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William Beyer

Farmers Asset Management, LLC

Kensington, CA

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Current Employers
Farmers Asset Management, Llc

30700 Russell Ranch Road 214, Westlake Village, CA 91362 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-05-08
  • CA RA
    APPROVED
    Since 2026-05-08

Branch Locations

367 Colusa Ave, Kensington, CA 94707 • 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
Stead Automotive Walnut Creek CA 03/2018 03/2021
Lithia Motors Concord CA 01/2017 03/2018
Unemployed Concord CA 07/2015 01/2017
Farmers Insurance Group Inc Kensington CA 02/2021 Present
Farmers Financial Solutions Kensington CA 06/2023 Present
  • 03/2018 → 03/2021
    Stead Automotive
    Walnut Creek, CA
  • 01/2017 → 03/2018
    Lithia Motors
    Concord, CA
  • 07/2015 → 01/2017
    Unemployed
    Concord, CA
  • 02/2021 → Present
    Farmers Insurance Group Inc
    Kensington, CA
  • 06/2023 → Present
    Farmers Financial Solutions
    Kensington, CA
Other Businesses

WILLIAM BEYER INSURANCE AGENCY LLC POSITION: sole member NATURE: Insurance sales and service INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 07/31/2023 ADDRESS: Kensington CA 94707, United States DESCRIPTION: Licensed insurance agent appointed with various insurance carriers

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-02-27
S63 Uniform Securities Agent State Law Examination 2023-09-30
  • S65 Uniform Investment Adviser Law Examination
    2026-02-27
  • S63 Uniform Securities Agent State Law Examination
    2023-09-30
Other Names
  • William Howard Beyer

View on SEC IAPD

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Other Offices

MONTY ASSET MANAGEMENT · ALBANY, CA
EDWARD JONES · ALBANY, CA
AI FUNDS · Berkeley, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · ALBANY, CA
STATE FARM INVESTMENT MANAGEMENT CORP. · Berkeley, CA
NORTHERN CALIFORNIA FIDUCIARY ADVISORS, LLC · Berkeley, CA
HARBORLIGHT INVESTMENTS, LLC · EL CERRITO, CA
OSAIC WEALTH, INC. · Albany, CA

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