Advisor at Security Financial Advisors,LLC
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Firm
Security Financial Advisors,LLC
Location
Ann Arbor, MI 48103
Credentials
Series 65
Industry experience
15 years
William Marks is a financial advisor at Security Financial Advisors, LLC in Ann Arbor, Michigan, with 15 years of industry experience. He holds a Series 65 credential and has been with Security Financial Advisors since 1994. In addition to his advisory role, Mr. Marks is a certified public accountant and owner of Beaupre & Marks, CPA P.C., a practice he has operated since 1998. Security Financial Advisors, LLC is an independent, state-registered investment adviser serving individual clients and trusts, including high-net-worth households. The firm uses a combination of fundamental and technical analysis to manage portfolios on a discretionary basis, offering a range of investment strategies tailored to client goals and risk tolerance.
Based on Security Financial Advisors,LLC
1.25% annually
Account minimum: $300,000
1945 Pauline, Suite 21 A
Ann Arbor, MI 48103
Michigan
Security Financial Advisors, LLC
1994 - Present (32 years)
Beaupre & Marks, CPA P.C.
1990 - Present (36 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 66
Ann Arbor, MI
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CFP®, CFA®, Series 63, Series 65
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Vedanta Sentinel Investment Advisors
Series 66
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Fineberg Wealth Management, LLC
Series 63, Series 65
Dexter, MI
XLM Capital Management
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