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William Clark Oconnor

Applied Financial Planning, Inc.

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About William Clark Oconnor

William Clark Oconnor is a financial advisor with over 30 years of experience in the industry. William is currently registered with Applied Financial Planning, Inc. and CWM, LLC, where he provides wealth advisory services, including financial planning, estate planning, and portfolio management. Previously, William held various positions with LPL FINANCIAL LLC, ROYAL ALLIANCE ASSOCIATES, INC., TITAN/VALUE EQUITIES GROUP, INC., VALUE EQUITIES CORPORATION, and FIRST AMERICAN NATIONAL SECURITIES, INC. William holds the Series 63, Series 24, and Series 7 licenses. William is also a licensed insurance agent.

Firm Information

William Oconnor is currently registered with Applied Financial Planning, Inc.. Applied Financial Planning, Inc. provides financial planning services. The firm's website addresses are http://www.afptaxes.com, http://www.linkedin.com/company/applied-financial-planning-inc/, http://www.facebook.com/TheMoneyGuys/, http://www.appliedfinancialplanning.com, http://www.twitter.com/AFPMoneyGuys, and http://www.afpmoneyguys.com.

Not reported

Assets Under Management

Not reported

Total Clients

1

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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William Oconnor’s Registration & Firm History

CA

01/26/2023 - Present

Applied Financial Planning, Inc. (IRVINE CA)

CA

09/08/1998 - 10/21/2020

LPL FINANCIAL LLC (IRVINE CA)

AZ

07/17/1990 - 10/01/1998

ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)

CA

05/23/1984 - 07/20/1990

TITAN/VALUE EQUITIES GROUP, INC. (IRVINE CA)

NA

03/08/1988 - 11/07/1989

VALUE EQUITIES CORPORATION

NA

11/27/1987 - 03/09/1988

FIRST AMERICAN NATIONAL SECURITIES, INC.

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Licenses & Designations

BC

Issued 06/25/1991

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/08/1988

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/19/1984

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for William Clark Oconnor. Review regulatory record here.
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