Security Financial Advisors,llc

Security Financial Advisors,llc (CRD# 124107) is a financial advisory firm headquartered in Ann Arbor, MI. They manage $14,716,811 in 59 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
450 S. Maple Road, Suite 850, Ann Arbor, MI 48103
By the Numbers
  • Total Assets Under Management
    15
    MILLION
  • Total Number of Accounts
    59
    ACCOUNTS
  • Average Account Value
    $249,437
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • 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.

MI

Financial Advisors at Security Financial Advisors,llc
Showing 1 - 1 of 1 top financial advisors.
1
William Marks, financial advisor Ann Arbor MI
William D. Marks
CRD#: 4615320
1945 Pauline, Suite 21a, Ann Arbor, MI 48103

William Marks (CRD# 4615320) is an Investment Advisor Representative working at Security Financial Advisors,llc in Ann Arbor, MI and has over 14 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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