William Fick (CRD# 7783706) is an Investment Advisor Representative working at Financial Life Planners in Phoenix, AZ and has 1 year of experience in the finance industry.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
CRD# 5338348
Primerica Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Financial Life Planners | Phoenix, AZ | Jul 2023 - Current | < 1 |
| Lowes Home Improvment | Salem, OR | Apr 2021 - Jun 2023 | 2 |
| Willamette University | Salem, OR | Aug 2017 - Dec 2021 | 4 |
| Door Dash | Salem, OR | Jan 2017 - May 2021 | 4 |
| Corona Del Sol | Tempe, AZ | Aug 2013 - May 2017 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Mar 2024 |
- AZ
- CA
- TX
-
Total Assets Under Management133MILLIONS
-
Total Number of Accounts664ACCOUNTS
-
Average Account Value$200,301
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AZ, CA, TX
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