William Oconnor (CRD# 1263364) is an Investment Advisor Representative working at Applied Financial Planning, Inc. in Irvine, CA and has over 32 years of experience in the finance industry.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 2361078
Baker Jensen Investment Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cwm, Llc Dba Carson Partners | Omaha, NE | Oct 2020 - Current | 3 |
| Cetera Advisor Networks | El Segundo, CA | Oct 2020 - Current | 3 |
| The Money Guys | Irvine, CA | Sep 2014 - Current | 9 |
| Afp Insurance Agency | Irvine, CA | Jun 2010 - Current | 13 |
| Applied Financial Planning Inc. | Irvine, CA | Jan 1987 - Current | 37 |
| Midland National Life | Irvine, CA | Nov 2000 - Oct 2020 | 19 |
| Lpl Financial, LLC | Irvine, CA | Aug 1998 - Oct 2020 | 22 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 1991 |
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- CA
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
CA
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