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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Barrett Keesling is an Investment Advisor Representative with Verus Capital Partners, LLC. William has been working in the financial industry for over 20 years and is a licensed Investment Advisor in California. William is also a Series 7, Series 26 and SIE licensed representative. William has experience providing financial planning, portfolio management for individuals and businesses, and pension consulting services. William is also a Registered Representative for LPL Financial LLC.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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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CA
05/20/2019 - Present
Verus Capital Partners, LLC (Escondido CA)
CA
10/16/2020 - 03/23/2022
LPL FINANCIAL LLC (SAN DIEGO CA)
CA
05/20/2019 - 10/29/2020
SECURITIES AMERICA, INC. (SAN DIEGO CA)
CA
04/16/2015 - 05/28/2019
PRINCIPAL SECURITIES, INC. (SAN DIEGO CA)
CA
09/09/2003 - 04/15/2015
PRUCO SECURITIES, LLC. (SAN DIEGO CA)
BOTH
Issued 11/01/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/31/2007
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/08/2003
Series 7 - General Securities Representative Examination
Active
Inactive
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