William Revoir, financial advisor Troy MI
100 score

William Revoir

CRD Number: 873583
Current Firm: Global Financial Private Capital, LLC
Compensation Model: Both

William Revoir (CRD# 873583) is an Investment Advisor Representative and  Principal, Wealth Managment Division at Quest Financial, LLC in Troy, MI.

 

Securities are offered via Global Financial Private Capital, LLC, an SEC Registered Investment Advisory firm in Sarasota, FL. (CRD#132070)

 

Bill has been in the financial services industry since 1979. When he joined Quest Financial, he brought with him extensive knowledge and experience in retirement planning and wealth management. He has passed Series 65 securities exam, and  holds a Michigan life, health and accident insurance license.

 

Heading up the Wealth Management Division of Quest Financial, Bill specializes in designing comprehensive wealth management strategies for individuals, families and businesses. As part of our advisory team, Bill develops retirement plans for our clients that focus on a variety of investment, insurance and wealth management products.

 

Bill Says:“We believe that it is imperative for every retiree to have a well-designed income plan as well as a solidly constructed wealth management portfolio. Consequently, we conduct comprehensive research for our investors, providing them with groundbreaking, innovative wealth management platforms.  Our philosophy focuses on growth, liquidity and safety".

 

CONTACT
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Company Name Location Dates Years
Global Financial Private Capital Sarasota, FL Jun 2015 - Current 2
Quest Financial, LLC Troy, MI Apr 2012 - Current 5
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jan 2011
Contact Info for William J. Revoir
By the Numbers
  • Total Assets Under Management
    5,864
    MILLIONS
  • Total Number of Accounts
    66,671
    ACCOUNTS
  • Average Account Value
    $87,959
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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

Firm Disclaimer:

Investment Advisory Services offered through Global Financial Private Capital, LLC, an SEC Registered Investment Advisor. Global Financial Private Capital has no affiliation with the website represented. Global Financial Private Capital is not responsible for their views and opinions, and makes no representations or warranties about the accuracy, reliability, completeness or timeliness of the content and does not recommend or endorse any specific information herein.

*Guarantees provided by insurance products are backed by the claims-paying ability of the issuing carrier.

By submitting your contact information, you consent to be contacted in the future regarding retirement income strategies that utilize insurance and investment products.

 

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