William RevoirCRD 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".
Pathway Financial Planning
Plante Moran Financial Advisors
Tamma Capital LLC
|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|
Total Assets Under Management5,676MILLIONS
Total Number of Accounts63,776ACCOUNTS
Average Account Value$89,005
- 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
- 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
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.
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.