Eureka Financial Planners, LLC

Eureka Financial Planners, LLC (CRD# 269975) is a financial advisory firm headquartered in , . They manage $38,154,198 in 121 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    38
    MILLION
  • Total Number of Accounts
    121
    ACCOUNTS
  • Average Account Value
    $315,324
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
The map below shows states where this firm has explicit registration only.

CA, OR, WA

Financial Advisors at Eureka Financial Planners, LLC
Showing 1 - 1 of 1 top financial advisors.
1
William S. Symons
CRD#: 3022068
Eureka, CA

William Symons (CRD# 3022068) is an Investment Advisor Representative working at Eureka Financial Planners, LLC in Eureka, CA and has over 26 years of experience in the finance industry.

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