William Keesling (CRD# 4698475) is an Investment Advisor Representative working at Verus Capital Partners, LLC in Escondido, CA and has over 20 years of experience in the finance industry.
CRD# 2730478
Madison Avenue Securities, LLC
CRD# 5084834
The Wealth Consulting Group
CRD# 2946276
Lpl Financial LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Lpl Financial, LLC | San Diego, CA | Oct 2020 - Current | 3 |
Verus Capital Partners, LLC | San Diego, CA | May 2019 - Current | 5 |
Securities America, Inc. | San Diego, CA | May 2019 - Oct 2020 | 1 |
Principal Securities Inc. | San Diego, CA | Mar 2016 - May 2019 | 3 |
Principal Life Insurance Company | San Diego, CA | Apr 2015 - May 2019 | 4 |
Princor Financial Services Corporation | San Diego, CA | Apr 2015 - Mar 2016 | < 1 |
Ca Health Benefit Exchange | San Diego, CA | Mar 2014 - Apr 2015 | 1 |
The Prudential Insurance Company Of America | San Diego, CA | Aug 2003 - Apr 2015 | 11 |
Pruco Securities ,llc | San Diego, CA | Aug 2003 - Apr 2015 | 11 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Nov 2003 |
- CA
-
Total Assets Under Management1,564MILLIONS
-
Total Number of Accounts6,591ACCOUNTS
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Average Account Value$237,365
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AR, AZ, CA, CO, DE, FL, GA, HI, ID, IL, IN, LA, MA, MD, MN, MS, MT, NC, NE, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI
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