William Deshurko, financial advisor Centerville OH

William Deshurko

CRD Number: 1717919
Current Firm: 401 Advisor, LLC

William Deshurko (CRD# 1717919) is an Investment Advisor Representative working at 401 Advisor, LLC in Centerville, OH and has over 31 years of experience in the finance industry.

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Company Name Location Dates Years
Ceros Financial Services, Inc. Centerville, OH Jan 2016 - Current 8
Deshurko Properties, LLC Centerville, OH Nov 2004 - Current 19
401 Advisor, LLC Centerville, OH May 2003 - Current 21
Deshurko Investment Services, Inc. Centerville, OH Jun 1993 - Current 30
Sterne Agee Investment Advisor Services, Inc. Birmingham, AL Jan 2015 - Jan 2016 1
Sterne Agee Financial Services, Inc. Centerville, OH Sep 2014 - Jan 2016 1
Wrp Investments, Inc. Youngstown, OH Feb 2004 - Jan 2015 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1992
S65 NASAA Investment Advisors Law Examination Sep 1996
Contact Info for William E. Deshurko
Phone Number: (937) 434-1790
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    58
    MILLIONS
  • Total Number of Accounts
    235
    ACCOUNTS
  • Average Account Value
    $244,735
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

OH, TX

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