Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Peter Franca is a Registered Representative with Silver OAK Securities, Inc. and is also registered as an Investment Advisor Representative in the state of Tennessee. William has over 30 years of experience in the financial services industry. William is also the owner of Vision Asset Management, a Registered Investment Advisor in the state of Tennessee. William has a strong track record of success in providing financial advice to individuals and families.
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.
A percentage of the total value of assets under management is charged.
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2
TN
03/17/2016 - Present
Silver OAK Securities, Inc. (Brentwood TN)
MA
01/23/2006 - 08/08/2013
RAFFERTY CAPITAL MARKETS, LLC (BOSTON MA)
MA
12/11/2002 - 12/31/2004
CLARENDON INSURANCE AGENCY, INC. (WALTHAM MA)
MA
09/04/1998 - 12/31/2004
MFS/SUN LIFE FINANCIAL DISTRIBUTORS, INC. (WELLESLEY HILLS MA)
MA
07/18/2002 - 01/29/2003
KEYPORT FINANCIAL SERVICES CORP. (WELLESLEY HILLS MA)
NY
07/31/1997 - 04/29/1998
NEW ENGLAND SECURITIES (NEW YORK NY)
CT
06/27/1995 - 07/31/1996
WOOD LOGAN ASSOCIATES, INC. (STAMFORD CT)
AL
01/29/1995 - 05/01/1995
AMSOUTH INVESTMENT SERVICES, INC. (BIRMINGHAM AL)
NA
08/02/1994 - 12/31/1994
AMERICAN CAPITAL MARKETING, INC.
TX
10/07/1993 - 07/19/1994
TRANSAMERICA FUND DISTRIBUTORS, INC. (HOUSTON TX)
CA
01/04/1990 - 09/14/1993
GLENFED BROKERAGE SERVICES (GLENDALE CA)
NY
09/24/1987 - 01/04/1990
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 08/16/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/16/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/05/1993
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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