William Black (CRD# 1682258) is an Investment Advisor Representative working at Secura Financial in Orange, CA and has over 32 years of experience in the finance industry.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 2361078
Baker Jensen Investment Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Secura Financial, LLC | Orange, CA | Dec 2019 - Current | 3 |
| Crown Capital Securities, LP | Orange, CA | Jan 2015 - Current | 8 |
| Exit Coach Radio | Orange, CA | Nov 2013 - Current | 9 |
| Bentley Financial And Insurance Services, Inc. | Orange, CA | Apr 2012 - Current | 11 |
| Exit & Retirement Strategies, Inc. | Orange, CA | Sep 2001 - Current | 21 |
| Barth Financial Advisors, LLC | Orange, CA | Apr 2010 - Dec 2019 | 9 |
| J.w. Cole Financial, Inc. | Carlsbad, CA | Jun 2012 - Dec 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 1991 |
| S65 | NASAA Investment Advisors Law Examination | May 1999 |
- CA
-
Total Assets Under Management207MILLIONS
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Total Number of Accounts1,007ACCOUNTS
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Average Account Value$205,525
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA
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