Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Allen is a financial advisor with Vicus Capital, Inc. based in Seattle, Washington. William has been in the industry since 2021 and holds Series 66, Series 7TO and SIE licenses. William also holds a Certified Financial Planner designation. William has experience working with a wide range of clients including high net worth individuals, corporations, and charitable organizations.
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.
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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WA
08/06/2024 - Present
Vicus Capital, Inc. (Seattle WA)
TN
03/31/2021 - 01/10/2023
ROBERT W. BAIRD & CO. INCORPORATED (NASHVILLE TN)
BOTH
Issued 05/11/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/31/2021
Series 7TO - General Securities Representative Examination
BC
Issued 02/25/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
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