401 Advisor, LLC

401 Advisor, LLC (CRD# 126428) is a financial advisory firm headquartered in Centerville, OH. They manage $55,152,223 in 329 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    55
    MILLION
  • Total Number of Accounts
    329
    ACCOUNTS
  • Average Account Value
    $167,636
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

OH, TX

Financial Advisors at 401 Advisor, LLC
Showing 1 - 2 of 2 top financial advisors.
1
William E. Deshurko
CRD#: 1717919
203 W. Franklin St., Centerville, OH 45459

William Deshurko (CRD# 1717919) is an Investment Advisor Representative working at 401 Advisor, LLC in Centerville, OH and has over 31 years of experience in the finance industry.

2
James W. Kilgore
CRD#: 6695352
203 W. Franklin St., Centerville, OH 45459

James Kilgore (CRD# 6695352) is an Investment Advisor Representative working at 401 Advisor, LLC in Centerville, OH and has over 7 years of experience in the finance industry.

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