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William Samuel Bogdanovich

Assetmark Brokerage, LLC

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About William Samuel Bogdanovich

William Samuel Bogdanovich is a financial professional with over 20 years of experience in the financial services industry. William is currently registered with Assetmark Brokerage, LLC in Phoenix, AZ. William was previously registered with Capital Brokerage Corporation, Assetmark Capital Corporation, Atlas Securities, LLC, Atlas Securities, Inc., American Express Financial Advisors Inc. and IDS Life Insurance Company. William holds Series 66, Series 7 and SIE licenses. William's professional experience includes working with individuals and families in the areas of retirement planning, investment management and college savings.

Firm Information

William Bogdanovich is currently registered with Assetmark Brokerage, LLC. Assetmark Brokerage, LLC is a Limited Liability Company formed in 2013 and approved to operate in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands. The firm is registered with the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

168

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.

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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William Bogdanovich’s Registration & Firm History

AZ

08/15/2014 - Present

Assetmark Brokerage, LLC (Phoenix AZ)

CA

04/01/2008 - 08/15/2014

CAPITAL BROKERAGE CORPORATION (CONCORD CA)

CA

06/12/2007 - 04/01/2008

ASSETMARK CAPITAL CORPORATION (PLEASANT HILL CA)

CA

09/01/2004 - 05/31/2007

ATLAS SECURITIES, LLC (SAN LEANDRO CA)

CA

08/08/2000 - 07/16/2004

ATLAS SECURITIES, INC. (SAN LEANDRO CA)

MN

03/24/2000 - 09/21/2000

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

03/24/2000 - 09/21/2000

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 12/30/1999

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/23/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for William Samuel Bogdanovich.
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