William Yocius (CRD# 4741695) is an Investment Advisor Representative working at Integrated Advisors Network LLC in Fox River Grove, IL and has over 20 years of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 5648094
Highpoint Planning Partners
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Integrated Advisors Network, LLC | Palos Verdes Estates, CA | Aug 2018 - Current | 5 |
| Shields Capital Advisors Inc. | Fox River Grove, IL | Apr 2018 - Aug 2018 | < 1 |
| Mitchell, Vaught & Taylor, Inc. | Naperville, IL | Aug 2007 - Jul 2018 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2004 |
- CA
- IL
-
Total Assets Under Management4,215MILLIONS
-
Total Number of Accounts11,998ACCOUNTS
-
Average Account Value$351,290
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, ID, IL, IN, KS, LA, MA, MD, ME, MN, MO, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA
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