401 Advisor, LLC

401 Advisor, LLC (CRD# 126428) is a financial advisory firm headquartered in Centerville, OH. They manage $36,391,079 in 266 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    36
    MILLION
  • Total Number of Accounts
    266
    ACCOUNTS
  • Average Account Value
    $136,809
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
  • Pension consulting services
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.

OH

Financial Advisors at 401 Advisor, LLC
Showing 1 - 1 of 1 top financial advisors.
1
William E. Deshurko
CRD#: 1717919
203 W Franklin St, Centerville, OH 45458
81
Wealthminder
score

William Deshurko (CRD# 1717919) is an Investment Advisor Representative working at 401 Advisor, LLC in Centerville, OH and has over 25 years of experience in the finance industry.

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