Unclaimed
William Anthony Hodapp is a financial advisor with Pure Financial Advisors, LLC. William has been a registered representative in the financial services industry since 1998 and has extensive experience in providing financial planning and investment management services. William has held previous positions with 1st Global Capital Corp, Commonwealth Financial Network and John Hancock Distributors, Inc. William has a Series 7, Series 6, Series 63, and Series 65 licenses and holds the Certified Financial Planner designation.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
CA
11/20/2024 - Present
Pure Financial Advisors, LLC (SAN DIEGO CA)
LA
09/04/2012 - 06/26/2018
1ST GLOBAL CAPITAL CORP. (NEW ORLEANS LA)
CA
10/08/2004 - 09/07/2012
COMMONWEALTH FINANCIAL NETWORK (BONSALL CA)
TX
04/06/1998 - 10/26/2004
1ST GLOBAL CAPITAL CORP. (DALLAS TX)
MA
03/10/1998 - 05/15/1998
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
IA
Issued 07/20/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/16/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/26/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/24/1998
Series 7 - General Securities Representative Examination
BC
Issued 03/09/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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