Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Charles Vourlas is a financial advisor with over 15 years of experience in the industry. William is currently registered with Calton & Associates, Inc. in California, Arizona, North Carolina, and Texas. William has previously worked with Independent Financial Group, LLC, J.P. Morgan Securities LLC, Chase Investment Services Corp. and AXA Advisors, LLC. William holds Series 7 and Series 66 securities licenses and the SIE exam. William specializes in providing financial planning, portfolio management, and pension consulting services to individuals, high-net-worth individuals, and businesses.
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.
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.
Earned based on transactions or products sold.
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
08/15/2013 - Present
Calton & Associates, Inc. (SAN DIEGO CA)
CA
05/23/2013 - 06/28/2013
INDEPENDENT FINANCIAL GROUP, LLC (SAN DIEGO CA)
CA
10/01/2012 - 04/26/2013
J.P. MORGAN SECURITIES LLC (IMPERIAL BEACH CA)
CA
12/03/2009 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (IMPERIAL BEACH CA)
CA
05/13/2008 - 12/01/2009
AXA ADVISORS, LLC (SAN DIEGO CA)
BOTH
Issued 06/14/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/12/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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