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William E. Page

DCMB SECURITIES LLC
Houston, TX 77027
Some features on this profile are disabled
CRD#: 3102009
WP

Professional summary


William Edward John Page is a registered financial professional currently at DCMB SECURITIES LLC located in Houston, Texas.

William is registered as a RR (Registered Representative) and started their career in finance in 1999. William has worked at 5 firms and has passed the Series 63, SIE 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) - BD


Click below to view William Edward John Page's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

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


Current

September 12, 2017 - Present

DCMB SECURITIES LLC

Office #1: 1700 West Loop South, Suite 450, Houston, TX 77027
BD
CRD#: 146578
Houston, TX
Past

July 23, 2012 - September 6, 2017

ERNST & YOUNG CAPITAL ADVISORS, LLC

BD
CRD#: 152514
HOUSTON, TX
Past

May 12, 2009 - June 25, 2012

STEPHENS

BD
CRD#: 3496
HOUSTON, TX
Past

October 16, 2006 - April 7, 2008

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
HOUSTON, TX
Past

March 24, 1999 - August 4, 2006

SANDERS MORRIS LLC

BD
CRD#: 20580
HOUSTON, TX

State Registrations and Notice Filings


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

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Texas
(9/12/2017)

Exams


State Security Law Exam
RR
Series 63
Date: 4/14/2005
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


DS
DCMB SECURITIES LLC
DCMB SECURITIES LLC

CRD#: 146578 / SEC#: , 8-67831

BD
Broker-Dealer Firm Regulated by FINRA (Dallas district office)
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Contact information


Main Address
1700 West Loop South, Suite 450, Houston, TX 77027
Mailing Address
1700 West Loop South, Suite 450, Houston, TX 77027
Phone number
(713) 202-4903
Established
Texas since 11/15/2007
Firm type
Limited Liability Company
Fiscal year end
June
Firm Size
Small
# of Employees

FINRA licenses (13 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
DONOVAN, JOHN WILLIAM JR.MANAGING MEMBER/PRESIDENT/SECRETARY/DESIGNATED PRINCIPAL/CCO
KATZ, MARIEFINOP/CFO2457660

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


DCMB SECURITIES LLC

CRD#: 146578Houston, TX 77027

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