William Vourlas, financial advisor San Diego CA

William Vourlas

CRD Number: 4433072
Current Firm: Calton & Associates, Inc.

William Vourlas (CRD# 4433072) is an Investment Advisor Representative working at Calton & Associates, Inc. in San Diego, CA and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Calton & Associates, Inc. Huntington Beach, CA Aug 2013 - Current 10
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2008
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for William C. Vourlas
Phone Number: 813-264-0440
Firm Website: http://www.calton.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    1,059
    MILLIONS
  • Total Number of Accounts
    6,846
    ACCOUNTS
  • Average Account Value
    $154,702
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
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

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