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Detailed Report
WILLIAM ALAN TRUNICK JR.
WILLIAM TRUNICK, Alan Trunick
CRD#: 7249824
IA
Investment Adviser
B
Broker
VOYA RETIREMENT ADVISORS, LLCCRD#: 3989 Eagle Mountain, UT
VOYA FINANCIAL PARTNERS, LLCCRD#: 34815 Eagle Mountain, UT
Registration History
20202021202220232024202520262 FIRMS2020 - 2022 (1 year)2 FIRMS2022 - 2022 (<1 year)2 FIRMS2023 - Present (2 years)
License(s)

State Registrations

B
Utah 2/8/2023
IA
Utah 2/24/2023

SRO Registrations

B
 FINRA

View Exams Passed by the individual in the detailed report

Learn about permitted activities of registered representatives

Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
VOYA RETIREMENT ADVISORS, LLC (CRD#:3989)
Eagle Mountain, UT
Registered with this firm since 2/24/2023
B
VOYA FINANCIAL PARTNERS, LLC (CRD#:34815)
Eagle Mountain, UT
Registered with this firm since 2/8/2023
Previous Registration(s)
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IA
 05/24/2022 - 08/16/2022 CETERA ADVISOR NETWORKS LLC (CRD#:13572) SALT LAKE CITY, UT
B
 05/23/2022 - 08/16/2022 CETERA ADVISOR NETWORKS LLC (CRD#:13572) SALT LAKE CITY, UT
IA
 12/17/2020 - 04/25/2022 FIDELITY PERSONAL AND WORKPLACE ADVISORS (CRD#:288590) AMERICAN FORK, UT
B
 07/23/2020 - 04/22/2022 FIDELITY BROKERAGE SERVICES LLC (CRD#:7784) SALT LAKE CITY, UT
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
B
Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.