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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 Patrick Dugan is an Investment Advisor Representative with Epiq Capital Group, LLC, based in San Francisco, CA. William has been in the financial industry since 2014. William is currently registered with the state of Texas. William holds a Series 65 license. Prior to joining Epiq Capital Group, LLC, William worked at Iconiq Capital and Financial Perspectives Inc.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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CA
11/03/2023 - Present
Epiq Capital Group, LLC (SAN FRANCISCO CA)
IA
Issued 11/15/2016
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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