William Orke, financial advisor Laguna Beach CA
90 score

William Orke

CRD Number: 1052851
Current Firm: Wcm Investment Management

William Orke (CRD# 1052851) is an Investment Advisor Representative working at Wcm Investment Management in Laguna Beach, CA and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Imst Distributors, LLC Plymouth, MA Jan 2013 - Current 3
Wcm Investment Management Laguna Beach, CA Nov 2002 - Current 14
Grand Distribution Services, LLC Milwaukee, WI Jun 2011 - Dec 2012 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2012
S65 NASAA Investment Advisors Law Examination Aug 2011
Contact Info for William E. Orke
Phone Number: 949-380-0200
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    11,662
    MILLIONS
  • Total Number of Accounts
    2,932
    ACCOUNTS
  • Average Account Value
    $3,977,373
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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