William Griffith, financial advisor Fresno CA

William Griffith

CRD Number: 843082
Current Firm: Principal Securities, Inc.

William Griffith (CRD# 843082) is an Investment Advisor Representative working at Principal Securities, Inc. in Fresno, CA and has over 40 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Central Valley Strategic Wealth Management & Insurance Services Fresno, CA Nov 2017 - Current 6
Principal Life Insurance Fresno, CA Dec 1986 - Current 37
Principal Securities Fresno, CA Dec 1986 - Current 37
James G Parker Insurance Services Inc. Fresno, CA Mar 2014 - Oct 2018 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1983
S65 NASAA Investment Advisors Law Examination Dec 1999
Contact Info for William E. Griffith
Phone Number: 888-774-6267
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    9,417
    MILLIONS
  • Total Number of Accounts
    46,075
    ACCOUNTS
  • Average Account Value
    $204,381
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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