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
|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 Management5,864MILLIONS
Total Number of Accounts66,671ACCOUNTS
Average Account Value$87,959
- 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.
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