William Koier (CRD# 1089204) is an Investment Advisor Representative working at Cetera Advisor Networks LLC in Torrance, CA and has over 26 years of experience in the finance industry.
CRD# 4504995
Jst Investment Consulting
Score
105
CRD# 6093393
Equalis Financial
Score
106
CRD# 2753945
Fried Asset Management, Inc.
Score
104
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cetera Advisor Networks LLC | El Segundo, CA | Jan 2013 - Current | 5 |
| Delta Dental | Los Angeles, CA | Jun 2001 - Current | 17 |
| Standard Life Of Oregon | Los Angeles, CA | May 2001 - Current | 17 |
| Sunlife Of Canada | Los Angeles, CA | Mar 2001 - Current | 17 |
| Provident Mutual | Los Angeles, CA | Jan 2001 - Current | 17 |
| Provident Mutual | Los Angeles, CA | Jan 2001 - Current | 17 |
| G.e. Capital | Los Angeles, CA | Oct 2000 - Current | 17 |
| United Of Omaha | Los Angeles, CA | Sep 1996 - Current | 21 |
| Blue Cross Of Ca | Los Angeles, CA | Aug 1996 - Current | 21 |
| Guardian Life | Los Angeles, CA | Feb 1995 - Current | 23 |
| Financial Network Inv. Corp. | El Segundo, CA | Feb 2002 - Dec 2012 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 1992 |
| S65 | NASAA Investment Advisors Law Examination | Oct 1999 |
- CA
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Total Assets Under Management15,298MILLIONS
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Total Number of Accounts68,142ACCOUNTS
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Average Account Value$224,499
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, WY
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