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William B. Haburn

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CRD#: 1317226
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Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

William Bert Haburn was a registered financial professional .

William is a previously registered financial professional and started their career in finance in 1984. William had worked at 9 firms and has passed the Series 63 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

February 14, 2014 - December 31, 2017

HABURN, WILLIAM B

RIA
CRD#: 170342
SALEM, OR
Past

December 17, 2010 - December 31, 2012

HABURN, WILLIAM B

RIA
CRD#: 155561
SALEM, OR
Past

May 13, 1996 - December 31, 1996

SUNAMERICA SECURITIES, INC.

BD
CRD#: 20068
PHOENIX, AZ
Past

January 1, 1996 - May 14, 1996

FSC SECURITIES CORPORATION

BD
CRD#: 7461
ATLANTA, GA
Past

December 1, 1994 - January 1, 1996

ANDOVER SECURITIES, INC.

BD
CRD#: 16903
KANSAS CITY, MO
Past

June 18, 1989 - November 30, 1994

SUNAMERICA SECURITIES, INC.

BD
CRD#: 20068
PHOENIX, AZ
Past

February 8, 1988 - June 18, 1989

SOUTHMARK FINANCIAL SERVICES, INC.

BD
CRD#: 6518
Past

December 24, 1987 - March 1, 1988

INTEGRATED RESOURCES EQUITY CORPORATION

BD
CRD#: 6403
Past

July 12, 1985 - December 24, 1987

FINANCIAL PLANNERS EQUITY CORPORATION

BD
CRD#: 7420
Past

November 21, 1984 - June 25, 1985

CETERA WEALTH SERVICES, LLC

BD
CRD#: 13572

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 7/10/1985
Uniform Securities Agent State Law Examination
General Industry/Product Exam

Current Firm


HW
HABURN, WILLIAM B
HABURN, WILLIAM B

CRD#: 170342 / SEC#:

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Contact information


Main Address
Salem, OR
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


HABURN, WILLIAM B

CRD#: 170342

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