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.
CRD# 2930449
Primerica Advisors
CRD# 4903661
Fifth Third Securities, Inc.
CRD# 2409932
Lpl Financial LLC
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 |
- OH
-
Total Assets Under Management58MILLIONS
-
Total Number of Accounts235ACCOUNTS
-
Average Account Value$244,735
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
OH, TX
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.