William Arthur, financial advisor Fort Mitchell KY

William Arthur

CRD Number: 2847263
Current Firm: Valmark Advisers, Inc.

William Arthur (CRD# 2847263) is an Investment Advisor Representative working at Valmark Advisers, Inc. in Fort Mitchell, KY and has over 17 years of experience in the finance industry.

Similar Advisors
Ted Abner, financial advisor Fort Mitchell KY
Ted J. Abner
CRD# 6208290
Fidelity Personal And Workplace Advisors
Similar Advisors
Gregory Achten, financial advisor Fort Mitchell KY
Gregory G. Achten
CRD# 2076400
Ubs Financial Services Inc.
Similar Advisors
Joanna Adams, financial advisor Fort Mitchell KY
Joanna M. Adams
CRD# 6251091
Northwestern Mutual Investment Services,llc
Company Name Location Dates Years
Valmark Advisers, Inc. Akron, OH Apr 2010 - Current 13
Focus On Succees Fort Mitchell, KY Mar 2010 - Current 14
Valmark Securities, Inc. Akron, OH Mar 2010 - Current 14
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2007
S65 NASAA Investment Advisors Law Examination Apr 2010
Contact Info for William M. Arthur
Phone Number: 800-765-5201
Firm Website: http://www.valmarkfg.com
Registered State(s):
  • AL
  • FL
  • GA
  • IN
  • KY
  • NJ
  • NY
  • OH
  • PA
  • SC
  • WV
By the Numbers
  • Total Assets Under Management
    7,030
    MILLIONS
  • Total Number of Accounts
    17,262
    ACCOUNTS
  • Average Account Value
    $407,229
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
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from William Arthur and other advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.