William Gordon Mcbean
CFAProfessional Summary
William Gordon Mcbean, CFA, who also goes by Gordon Mcbean, William Bordon Mcbean, William Mcbean, is a registered financial advisor currently at DIGITAL OFFERING LLC located in Laguna Beach, California. William is registered as a RR (Registered Representative) and started their career in finance in 1990. William has worked at 10 firms and has passed the Series 66, Series 63, Series 99TO, SIE, Series 87, Series 7, Series 3, Series 27 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Gordon Mcbean, William Bordon Mcbean, William Mcbean
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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LPL FINANCIAL LLC
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Disclosures on record.
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Credentials
Years of Experience
38 years in the financial services industry
Current & Past Employments
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Current Firm
DIGITAL OFFERING LLC | DIGITAL OFFERING, INC.
Contact Information
Main Address
1461 Glenneyre Street Suite D, Laguna Beach, CA 92651Mailing Address
1461 Glenneyre Street Suite D, Laguna Beach, CA 92651Phone Number
(949) 300-2240Established
Delaware since 07/13/2012Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (53 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
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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.
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State Registrations and Notice Filings
(7/3/2019)
(5/29/2019)
(5/20/2019)
(7/9/2019)
(8/27/2013)
(6/20/2019)
(5/21/2019)
(5/24/2019)
(8/8/2019)
(5/20/2019)
(7/26/2019)
(1/3/2025)
(5/21/2019)
(12/5/2019)
(6/21/2019)
(5/17/2019)
(6/11/2019)
(6/5/2019)
(5/13/2019)
(7/24/2019)
(1/16/2019)
(12/23/2019)
(5/23/2019)
(9/30/2019)
(5/13/2019)
(9/25/2019)
(5/22/2019)
(6/6/2019)
(1/3/2025)
(12/11/2019)
(11/6/2019)
(5/30/2019)
(5/15/2019)
(9/6/2019)
(8/13/2019)
(5/29/2019)
(5/13/2019)
(7/3/2019)
(7/30/2019)
(6/21/2024)
(5/16/2019)
(6/10/2019)
(5/14/2019)
(5/24/2019)
(9/3/2019)
(5/15/2019)
(7/30/2019)
(9/17/2019)
(8/28/2019)
(8/13/2019)
(12/23/2019)
(5/13/2019)
(8/21/2019)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 87 — Research Analyst Exam - Part II Regulations Module
Passed Mar 2005About the Series 87 examSRO Registrations
SRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view William Gordon Mcbean's CRS (Customer Relationship Summary).
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