William BlackCRD Number: 1682258
Current Firm: Secura Financial
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.
Raymond James & Associates, Inc.
Dorman Skorheim Wealth Management LLC
Baker Jensen Investment Advisors, LLC
|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|
Total Assets Under Management207MILLIONS
Total Number of Accounts1,007ACCOUNTS
Average Account Value$205,525
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
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