William F. Klepper
Professional summary
William Frank Klepper, CFP®, who also goes by William F Klepper, is a registered financial advisor currently at GENTER CAPITAL MANAGEMENT located in Los Angeles, California and GENTER ADVISORS LLC located in Los Angeles, California.
William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. William has worked at 3 firms and has passed the Series 65 exam.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view William Frank Klepper's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2002
Experience
April 22, 2008 - Present
GENTER CAPITAL MANAGEMENT
Office #1: 11601 Wilshire Blvd. 25th Floor, Los Angeles, CA, 90025-1770April 23, 2008 - Present
GENTER ADVISORS LLC
Office #1: 11601 Wilshire Blvd. 25th Fl., Los Angeles, CA, 90025-1770June 10, 2004 - April 16, 2008
OAKWOOD CAPITAL MANAGEMENT LLC
Primary Firm SEC Registration
GENTER CAPITAL MANAGEMENT
CRD#: 108618 / SEC#: 801-55484
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(4/22/2008)
Current Firm
GENTER CAPITAL MANAGEMENT
CRD#: 108618 / SEC#: 801-55484
Contact information
SEC notice filing (45 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 4,072 |
| AUM (Assets Under Management) | $ 4,527,711,109 |
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.
