Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Bo is a financial advisor registered with Dunham & Associates Investment Counsel, Inc.. William Bo is a registered representative, investment advisor representative, and general securities principal. William Bo has been in the financial industry since 2019. Prior to joining Dunham & Associates Investment Counsel, Inc., William Bo has worked at several firms including CUSO Financial Services, LP, LPL Financial, Fidelity Investments, Commonwealth Financial Network, and Sunglass Hut.
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.
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.
Strategic management for diversified investment portfolios.
Asset-allocation services
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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CA
03/08/2023 - Present
Dunham & Associates Investment Counsel, Inc. (SAN DIEGO CA)
NY
09/30/2022 - 03/03/2023
CADARET, GRANT & CO., INC. (SYRACUSE NY)
TX
09/30/2022 - 03/03/2023
NEXT FINANCIAL GROUP, INC. (HOUSTON TX)
CA
09/30/2022 - 03/03/2023
SCF SECURITIES, INC. (SAN DIEGO CA)
CA
09/30/2022 - 03/03/2023
SORRENTO PACIFIC FINANCIAL, LLC (SAN DIEGO CA)
CA
09/30/2022 - 03/03/2023
WESTERN INTERNATIONAL SECURITIES, INC. (PASADENA CA)
CA
08/29/2022 - 03/03/2023
CUSO FINANCIAL SERVICES, L.P. (SAN DIEGO CA)
CA
09/16/2021 - 08/30/2022
LPL FINANCIAL LLC (SAN DIEGO CA)
UT
06/17/2021 - 08/10/2021
FIDELITY BROKERAGE SERVICES LLC (SALT LAKE CITY UT)
CA
12/27/2018 - 10/20/2020
COMMONWEALTH FINANCIAL NETWORK (SAN DIEGO CA)
BOTH
Issued 11/16/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/11/2019
Series 24 - General Securities Principal Examination
BC
Issued 03/11/2019
Series 7TO - General Securities Representative Examination
BC
Issued 01/03/2019
SIE - Securities Industry Essentials Examination
BC
Issued 12/27/2018
Series 99 - Operations Professional Examination
Active
Inactive
F
FINRA
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