Unclaimed Profile

William Giles Beamer

DOWLING & YAHNKE, LLC·SAN DIEGO, California

Series 65Clean record24 years registeredDOWLING & YAHNKE, LLC

12265 EL CAMINO REAL, SAN DIEGO, CA 92130CRD# 4536134Firm CRD# 107672

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

William Giles Beamer · SAN DIEGO, CA

Registration

CRD #4536134 · DOWLING & YAHNKE, LLC · 24 years registered

Brand Profile

Not yet started

Career History

BACK NINE FINANCIAL COACHING LLC

Sep 2025 – present

CORIENT

Sep 2022 – Apr 2024

San Diego, CA

DOWLING & YAHNKE, LLC

May 2002 – Mar 2023

SAN DIEGO, CA

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · May 10, 2002

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

DOWLING & YAHNKE, LLC

CRD 107672 · SEC 801-29274

AUM

$6.1B

Regulatory assets under management

Employees

4,834 client accounts

Services offered by DOWLING & YAHNKE, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Market timing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at DOWLING & YAHNKE, LLC →

Introduction

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Frequently Asked Questions

What services does William Giles Beamer offer?

William Giles Beamer specializes in Financial Planning, Investment Management. Contact their office in SAN DIEGO, California for a consultation.

What are William Giles Beamer's credentials?

William Giles Beamer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is William Giles Beamer located?

William Giles Beamer is based in SAN DIEGO, California, working with DOWLING & YAHNKE, LLC. Their office serves clients in the SAN DIEGO metropolitan area and surrounding communities.

How does William Giles Beamer charge for services?

William Giles Beamer's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is DOWLING & YAHNKE, LLC?

DOWLING & YAHNKE, LLC has approximately 56 employees and manages $6.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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