William Symons, financial advisor Eureka CA
96 score

William Symons

CRD Number: 3022068
Current Firm: Eureka Financial Planners, LLC

William Symons (CRD# 3022068) is an Investment Advisor Representative working at Eureka Financial Planners, LLC in Eureka, CA and has over 18 years of experience in the finance industry. William Symons has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Eureka Financial Planners, LLC Eureka, CA Jun 2015 - Current 1
Mitchell Grove Eureka, CA Feb 2015 - Current 1
William Symons, Landlord Eureka, CA May 2012 - Current 4
Will Symons, Sole Proprietor Insurance Eureka, CA Dec 2011 - Current 5
Royal Alliance Associates Eureak, CA Mar 2015 - Jul 2015 < 1
Fmsi Advisers Eureka, CA May 2004 - Jul 2015 11
First Midwest Securities, Inc. Eureka, CA May 2003 - Jul 2015 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1998
S65 NASAA Investment Advisors Law Examination Apr 1998
Contact Info for William S. Symons
Phone Number: 707-268-1395
Registered State(s):
  • CA
Current Firm Details
Eureka Financial Planners, LLC
Firm's CRD Number: 269975
By the Numbers
  • Total Assets Under Management
    10
    MILLIONS
  • Total Number of Accounts
    42
    ACCOUNTS
  • Average Account Value
    $232,262
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States

CA

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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