WA
WA

William Michael Arthur

28 Years of Experience
BrokerSells Insurance
Areas of Practice
Retirement PlanningEducation PlanningEstate PlanningTax PlanningInsurance Planning
Compensation
Fixed/Hourly
Firm Size
5 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

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Location

211 Grandview Drive, Suite 235, Fort Mitchell, KY, 41017

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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 ActivitiesSells Insurance

William is a registered representative with ValMark Securities and an investment advisor representative with ValMark Advisers. He also offers insurance products through Executive Insurance Agency, coaches high school JV, serves on the Diocese of Covington Investment Committee, and provides investment advisory services through Focus on Success.

Employment History
Current Registrations
Focus on Success, LLC
June 2010 - Present · 15 yrs 8 mos
Valmark Advisers, INC.
April 2010 - Present · 15 yrs 10 mos
Valmark Securities, INC.Broker
March 2010 - Present · 15 yrs 11 mos
Previous Registrations
The O.N. Equity Sales CompanyBroker
January 2007 - February 2010 · 3 yrs 1 mo
Ameritas Investment CORP.Broker
June 2006 - November 2006 · 5 mos
Carillon Investments, INC.Broker
April 1997 - June 2006 · 9 yrs 2 mos
State Registrations12 states
ALFLGAINKYNJNYOHORPASCWV
AdvisorBrokerBoth
Exams
No exam information available for this advisor.