William Nunn (CRD# 6007962) is an Investment Advisor Representative working at Horizon Financial Planning LLC in New Orleans, LA and has over 11 years of experience in the finance industry. William Nunn has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5662176
Deane Retirement Strategies, Inc.
CRD# 1451905
Newedge Advisors
CRD# 2754864
Deane Retirement Strategies, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Horizon Financial Planning LLC | New Orelans, LA | Jan 2019 - Current | 5 |
| Jpmorgan Securities LLC | New Orleans, LA | Sep 2014 - Jan 2019 | 4 |
| William Nunn | New Orleans, LA | May 2012 - Sep 2014 | 2 |
| Us Sailing | Portsmouth, RI | May 2011 - Sep 2014 | 3 |
| 504ward | New Orleans, LA | Jan 2010 - Sep 2014 | 4 |
| Securian Financial Services Inc. | St Paul, MN | Dec 2011 - Aug 2014 | 2 |
| Minnesota Life Insurance Co | St Paul, MN | Dec 2011 - Aug 2014 | 2 |
| Compass Capital Managment | Metairie, LA | Dec 2011 - Aug 2014 | 2 |
| Sigma Alfa Kappa | New Orleans, LA | Jul 2011 - Aug 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2013 |
- LA
- TX
-
Total Assets Under Management2MILLIONS
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Total Number of Accounts20ACCOUNTS
-
Average Account Value$87,358
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
LA, TX
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