William Rapp
William Rapp is a registered investment advisor at Rapp Financial Services, based in Mission Viejo, CA, with 44 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management.
Compensation
Firm Size
IM Fee
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
25108 Marguerite Parkway, Suite A101, Mission Viejo, CA, 92692
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
William is the President & CCO of Capital Synergy Partners, Inc., dedicating full-time hours to this role. He is also a sole proprietor of Rapp Financial Services, selling fixed insurance since 1987, which takes about a quarter of his time, and a principal of CPS Financial & Insurance Services, Inc., dedicating minimal time.
Employment History
Current Registrations
Rapp Financial Services
Capital Synergy Partners
Capital Synergy Partners
Capital Synergy PartnersBroker
Previous Registrations
Financial West Group
Cps Financial & Insurance Services, INC.Broker
Financial West GroupBroker
Unicorp Financial GroupBroker
Ernst & CompanyBroker
Lam Wagner, INC.Broker
Aimco Securities Company, INC.Broker
First Meridian Capital CorporationBroker
Capital Analysts, IncorporatedBroker
State Registrations31 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.