William Fan has been an investment adviser representative at Paulson Wealth Management since February 2025, and is not listed among the firm’s executive officers or direct owners.
Paulson Wealth Management Inc. is a West Palm Beach, FL firm with $559M under management, 379 clients and 5 advisers across 2 offices, as of its July 2026 filing.
- – present · 1 yearWheaton, IL · Adviser representative · Firm CRD 150374
Investment adviser representative registrations
William Fan is registered as an investment adviser representative in Illinois, since February 2025.
- IllinoisSince 18 February 2025
Examinations
No examinations are on William Fan’s record.
- Full name
- William Yao Fan
- CRD
- 7392428
- Firm
- Paulson Wealth Management · CRD 150374
- Office
- 207 REBER STREET, SUITE 100, Wheaton, IL 60187
- Registration
- Investment adviser registration
- In the industry since
- February 2025
- Disciplinary history
- Not yet shown here · SEC record
Where does William Fan work?
William Fan is an investment adviser representative registered through Paulson Wealth Management Inc. since February 2025, and is not listed among the firm’s executive officers or direct owners.
Is William Fan a financial advisor?
Yes. William Fan has a current investment-adviser registration in Illinois, through Paulson Wealth Management since February 2025.
How many years of experience does William Fan have?
William Fan has 1 year in the financial industry, since February 2025, across 1 adviser firm.
Where is William Fan based?
William Fan’s registered office is in Wheaton, IL.
Is William Fan registered with FINRA?
No. William Fan has no current broker registration.
How can I verify William Fan’s record?
Search CRD 7392428 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes William Fan’s full registration record.
