William Jenkins (CRD# 1949918) is an Investment Advisor Representative working at Tcfg Investment Advisors, LLC in Laguna Niguel, CA and has over 33 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 |
|---|---|---|---|
| Tcfg Wealth Management, LLC | Laguna Niguel, CA | Jan 2017 - Current | 7 |
| Tcfg Investment Advisors, LLC | Laguna Niguel, CA | Jan 2017 - Current | 7 |
| Crestar | Reno, NV | Nov 2013 - Current | 10 |
| Securities America, Inc. | Santa Clara, CA | Dec 2016 - Dec 2016 | < 1 |
| Securities America Advisors, Inc. | La Vista, NE | Dec 2016 - Dec 2016 | < 1 |
| Foothill Securities, Inc. | Chico, CA | Jul 2008 - Dec 2016 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 1991 |
| S66 | NASAA Uniform Combined State Law Examination | Jun 2007 |
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.
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Total Assets Under Management507MILLIONS
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Total Number of Accounts2,441ACCOUNTS
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Average Account Value$207,609
- A percentage of assets under your management
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