William Lee Litton

Employer firm

Castle Coast Wealth, LLC CRD 298439

$424M regulatory AUM 9 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/1993 → 09/2018
  Lpl Financial Llc (Formerly: Linsco/Private Ledger Corp.)
  La Jolla, CA
• 12/1993 → 12/2018
  William Litton Dba Litton Financial
  La Jolla, CA
• 01/2019 → 12/2019
  Charles O Gillespie Dba Litton Financial Services
  La Jolla, CA
• 01/2020 → Present
  Castle Coast Wealth, Llc (Fka Litton Financial)
  La Jolla, CA

Previous Registrations

• 2019-02-05 → 2021-01-29
  Litton Financial
  La Jolla, CA
• 1997-01-03 → 2019-10-04
  Lpl Financial Llc
  La Jolla, CA

Other Businesses

7/2/2003: LITTON ENTERPRISES, INC. - Investment Related: NO - Located At: 569 Silvertip Dr Incline Village NV 89451 --Nature: MARKETING -- Title: Owner - Start Date: 06/19/2003 -- 15 Hours Per Month

Exams

• S63 Uniform Securities Agent State Law Examination
  1994-07-18

Designations

• Certified Financial Planner

Other Names

• William Lee Litton
• Bill Litton