William Cortus (CRD# 2223047) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Rancho Cucamonga, CA and has over 31 years of experience in the finance industry.
CRD# 2513561
Householder Group Estate & Retirement Specialists
CRD# 1622075
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 1527744
Transamerica Financial Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| U.s. Bancorp Investments, Inc. | Rancho Cucamonga, CA | Aug 2022 - Current | 1 |
| Lpl Financial LLC | Ontario, CA | Nov 2018 - Aug 2022 | 3 |
| Citizens Business Bank | Ontario, CA | Oct 2018 - Aug 2022 | 3 |
| Thrivent Financial For Lutherans | Appleton, WI | May 2003 - Oct 2018 | 15 |
| Thrivent Investment Management Inc. | Ontario, CA | Feb 2003 - Oct 2018 | 15 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1993 |
| S66 | NASAA Uniform Combined State Law Examination | May 2003 |
- CA
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Total Assets Under Management15,875MILLIONS
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Total Number of Accounts60,028ACCOUNTS
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Average Account Value$264,455
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
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