William SymonsCRD 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 20 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.
Wells Fargo Clearing Services, LLC
Prudent Investor Advisors, LLC
|Eureka Financial Planners, LLC||Eureka, CA||Jun 2015 - Current||3|
|Mitchell Grove||Eureka, CA||Feb 2015 - Current||3|
|William Symons, Landlord||Eureka, CA||May 2012 - Current||6|
|Will Symons, Sole Proprietor Insurance||Eureka, CA||Dec 2011 - Current||6|
|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|
Total Assets Under Management19MILLIONS
Total Number of Accounts57ACCOUNTS
Average Account Value$340,042
- 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
- Pension consulting services
- Educational seminars/workshops
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