William Vourlas, financial advisor Huntington Beach CA
68 score

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 Huntington Beach, CA and has over 8 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 3
Murder Mystery Weekend San Diego, CA May 2012 - Current 4
Independent Financial Group San Diego, CA May 2013 - Jun 2013 < 1
J.p. Morgan Securities LLC Imperial Beach, CA Oct 2012 - Mar 2013 < 1
Chase Investment Services Corp Chula Vista, CA Nov 2009 - Oct 2012 2
Self Employed San Diego, CA Nov 2009 - Dec 2009 < 1
Axa Advisors, LLC San Diego, CA Jul 2008 - Nov 2009 1
Unemployed San Diego, CA Feb 2008 - Jun 2008 < 1
Whole Foods Market, Inc. La Jolla, CA Sep 2006 - Feb 2008 1
Shade Tree Investments, LLC Sarsota, FL Oct 1996 - May 2007 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, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Employer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for William C. Vourlas
Phone Number: 813-264-0440
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    416
    MILLIONS
  • Total Number of Accounts
    2,834
    ACCOUNTS
  • Average Account Value
    $146,681
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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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BADGES
68

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