William Binder is a registered investment advisor at Bkb Financial Advisors, LLC, based in Menlo Park, CA, with 20 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Financial Planning & Coaching, Retirement Planning.
Compensation
Firm Size
IM Fee
Location
Menlo Park, CA
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 Activities
William operates a sole proprietorship, William D. Binder, P.E., which is not investment-related. He is a consulting engineer, but is currently not active in the business, though he may accept work up to a few hours per week in the future.
Employment History
Current Registrations
Bkb Financial Advisors, LLC
State Registrations1 state
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.