WB
William Black
from Secura Financial
William Black is a financial advisor based in California, Orange,
with 34 years of experience. William currently works for
Secura Financial.
William maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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William Black works at Secura Financial
Secura Financial is a financial advisory firm based in Orange, California. It currently has approximately $206,964,009 of assets under management and employs about 10 people. Secura Financial uses a fee structure of a percentage of assets under your management, hourly charges, fixed fees and solicitor fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
10 years
Fee structure
A percentage of assets under your management, hourly charges, fixed fees and solicitor fees
Office location
333 City Boulevard West,, Suite 2050, Orange, California, 92868
Advisor can help with
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