William Welsome, an Independent Registered Investment Advisor in the Southern California area, presently holds Series 7, 24, 63, and 65 insurance and stockbroker licensure. With approximately 17 years of experience in the financial and insurance domains, William Welsome earned a Bachelor of Science in finance from San Diego State University, where he held membership in the Delta Sigma Phi fraternity.
During his free time, William Welsome contributes to several civic and charitable initiatives, which include hosting a 2011 event for the American Red Cross Stanislaus Chapter. He additionally supports Fire Dogs, a nonprofit dedicated to providing service animals for use in arson investigations. Welsome’s other extracurricular interests outside the financial and nonprofit sectors include playing recreational basketball, hiking, and running.
Throughout his career, William Welsome has contributed to financial advising and analysis positions with numerous corporations. He entered the field through a position as a stockbroker with Wells Fargo & Company and later founded Satellite Trading and Investments in Mission Valley, which he operated for nine years. Through Satellite Training and Investments, Welsome provided a wide range of budgeting and planning services for corporations across varied professions, fields, and industries.
He served at Wealth Capital, a successful venture focused on investment consulting and banking services for public companies. William Welsome additionally held the position of Business Development Partner with Chatfield Dean & Company in La Jolla, California, for more than a decade. His other professional positions within the financial industry include a brief term as a stockbroker at RichMark Capital Corporation.
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