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William Edward Orke

24 Years of Experience
Broker
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)
Firm Size
10 advisors
Number of Clients
6,438 clients
Average Client Portfolio
$11.6M average
Assets Under Management
$74.7B

Fee Structure

Minimum Investment:$10M
Financial Planning:Investment management only
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Location

281 Brooks Street, Laguna Beach, CA, 92651-2974

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

William works full-time as a Portfolio Specialist in Marketing/Client Services for WCM Investment Management since 2002 and spends minimal time on real estate investing and collecting income as the owner of WMO Properties LLC. He is also a registered representative of IMST Distributors, LLC, an unaffiliated broker dealer.

Employment History
Current Registrations
Imst Distributors, LLC
January 2013 - Present · 13 yrs 1 mo
Imst Distributors, LLCBroker
January 2013 - Present · 13 yrs 1 mo
Wcm Investment Management
August 2011 - Present · 14 yrs 6 mos
Previous Registrations
Grand Distribution Services, LLCBroker
October 2011 - December 2012 · 1 yr 2 mos
Broad Street Securities, INC.Broker
February 1999 - October 2005 · 6 yrs 8 mos
T. I. Investments, INC.Broker
March 1994 - May 1994 · 2 mos
Roney & CO.Broker
July 1992 - February 1994 · 1 yr 7 mos
Dain Bosworth IncorporatedBroker
June 1990 - June 1992 · 2 yrs
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
William Edward Orke - Financial Advisor | TrueAdvisor