William Venturi is a CFP-designated registered investment advisor, based in Tigard, OR, with 5 years of industry experience. William is also registered as a broker, so some compensation may come from commissions on products sold.
Location
8050 SW Pfaffle St, Suite 100, Tigard, OR, 97223
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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William is an Investment Advisor Representative at Mariner Wealth Advisors and a Registered Representative at MSEC LLC. Both roles are investment-related and take up full-time hours during securities hours.
Employment History
Current Registrations
Msec, LLC
Msec, LLCBroker
Mariner
Previous Registrations
Aviara Wealth
Secfi Securities, LLCBroker
Vanguard Marketing CorporationBroker
State Registrations5 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.
Exams
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