Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Dale Dobbs is a financial advisor with Centaurus Financial, Inc. in Roseville, CA. William has been in the financial services industry since April 1984. William has worked for several other firms during his career. William specializes in providing financial advice to individuals and businesses. William has a Bachelor of Arts in Economics from the University of California, Berkeley.
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
10/22/2021 - Present
Centaurus Financial, Inc. (ROSEVILLE CA)
CA
07/20/2000 - 12/18/2008
METLIFE SECURITIES INC. (SACRAMENTO CA)
CA
07/20/2000 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (SACRAMENTO CA)
MO
03/25/1997 - 07/13/2000
SUNSET FINANCIAL SERVICES, INC. (KANSAS CITY MO)
MA
08/17/1994 - 03/06/1997
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
08/17/1994 - 03/06/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
VA
07/08/1993 - 08/01/1994
FORTH FINANCIAL SECURITIES, CORPORATION (RICHMOND VA)
CT
07/02/1991 - 03/18/1993
PHOENIX EQUITY PLANNING CORPORATION (HARTFORD CT)
MA
02/05/1990 - 10/10/1990
SUN INVESTMENT SERVICES COMPANY (WELLESLEY HILLS MA)
NJ
10/08/1982 - 12/21/1989
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BC
Issued 09/21/2007
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 08/24/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/05/2008
Series 7 - General Securities Representative Examination
BC
Issued 10/06/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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