LPL Financial
45yrs
Top advisor by experience in Lafayette
12yrs
William Tom
Financial advisor at American Investors
William Tom has worked in the financial industry for 12 years and is a fiduciary financial advisor based in Lafayette, California. William has been with American Investors since 2025. William holds the CFP® designation.
One of 82 advisors with offices in Lafayette, and one of 65 fiduciaries.
At a glance
Experience12 years (since 2014)
How that compares ?12 years in the industry
Office3658 Mt. Diablo Blvd., Suite. 210, Lafayette, CA 94549
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions
Typical client at the firm ?$787,056
Advisors at the firm28
States licensed ?1 state
Services through American Investors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Oct 2025 – nowAmerican Investors CompanyCurrent firm
- 2018 – now
Contact William
(925) 866-2882Firm headquarters in San Ramon, CA. Ask for William. 3658 Mt. Diablo Blvd., Suite. 210Lafayette, CA 94549Office · Get directions Firm websiteHTTPS://WWW.AMERICANINVESTORSCO.COM
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Questions to ask William
Tailored to William’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About William
How do I contact William?
Call American Investors at (925) 866-2882 and ask for William Tom. William works from the Lafayette, CA office.
How long has William been a financial advisor?
William has been in the industry since 2014, about 12 years. 12 years in the industry.
What licenses does William hold?
Series 66. Tap any license on this page to see what it allows.
Is William a fiduciary?
William is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is William paid?
American Investors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products. Ask William for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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