William Paine

from Gencap Portfolio Management
SEC regulated
Regulated Investment Advisor
William Paine is a financial advisor based in California, Tiburon, with 16 years of experience. William currently works for Gencap Portfolio Management. William maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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William Paine works at Gencap Portfolio Management
Gencap Portfolio Management is a financial advisory firm based in Tiburon, California. It currently has approximately $223,943,349 of assets under management and employs about 8 people. Gencap Portfolio Management uses a fee structure of a percentage of assets under your management, hourly charges and sub-adviser fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
2 years
Fee structure
A percentage of assets under your management, hourly charges and sub-adviser fees
Office location
1100 Mar West Street, Suite C, Tiburon, California, 94920

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