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WK

Willard N. Kilgrow

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CRD#: 269319
WK

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.

Willard Niel Kilgrow, who also goes by Bill Kilgrow, was a registered financial professional .

Willard is a previously registered financial professional and started their career in finance in 1971. Willard had worked at 11 firms and has passed the Series 63, Series 1 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Bill Kilgrow

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

April 1, 1996 - May 30, 1996

PACIFIC CORTEZ SECURITIES INCORPORATED

BD
CRD#: 24341
SAN DIEGO, CA
Past

March 26, 1990 - January 17, 1996

HELIX SECURITIES, INC.

BD
CRD#: 25862
SALT LAKE CITY, UT
Past

February 7, 1989 - February 10, 1990

AESIR SECURITIES, INC.

BD
CRD#: 18258
Past

February 26, 1985 - February 10, 1989

AAA CAPITAL & SECURITIES CORP.

BD
CRD#: 13978
Past

January 28, 1985 - March 20, 1985

NIELSON AND CLARK INC.

BD
CRD#: 13508
Past

August 17, 1983 - October 26, 1984

BAGLEY SECURITIES, INC.

BD
CRD#: 8643
Past

February 2, 1981 - October 12, 1982

MAIN STREET SECURITIES, INC.

BD
CRD#: 8522
Past

May 1, 1979 - June 23, 1983

USLIFE EQUITY SALES CORP.

BD
CRD#: 7962
Past

August 27, 1973 - May 1, 1979

USLIFE EQUITY SALES CORP

BD
CRD#: 6815
Past

November 1, 1972 - October 24, 1973

EDWARD H MAWOD & CO

BD
CRD#: 1000002
Past

May 11, 1971 - December 1, 1972

GREGERSEN & CO.

BD
CRD#: 5115

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: 6/3/1992
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 1
Date: 5/7/1971
Registered Representative Examination
Principal/Supervisory Exam

Current Firm


PC
PACIFIC CORTEZ SECURITIES INCORPORATED
LA JOLLA CAPITAL CORPORATION | PACIFIC CORTEZ SECURITIES INCORPORATED | LA JOLLA CAPITAL CORPORATION AND LA JOLLA CAPITAL FINANCIAL CORP

CRD#: 24341 / SEC#: , 8-38514

BD
Cancelled by SEC on 07/12/2004
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Contact information


Main Address
Mailing Address
Phone number
Established
Nevada since 12/16/1991
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Red Flags


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

Company Information


PACIFIC CORTEZ SECURITIES INCORPORATED

CRD#: 24341

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