William D. Adrean

FARMERS FINANCIAL SOLUTIONS

POTEAU, OK 74953

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CRD#: 3148360

Professional summary

William Dee Adrean JR, who also goes by Bill Adrean Jr, Billy Adrean Jr, William Adrean, is a registered financial professional currently at FARMERS FINANCIAL SOLUTIONS, LLC located in Poteau, Oklahoma.

William is registered as a RR (Registered Representative) and started their career in finance in 1998. William has worked at 3 firms and has passed the Series 63, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Bill Adrean Jr | Billy Adrean Jr | William Adrean

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 Dee Adrean JR'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

January 26, 2023 - Present

FARMERS FINANCIAL SOLUTIONS, LLC

Office #1: 2208 N Broadway St Ste 104, Poteau, OK 74953

CRD#: 103863

POTEAU, OK

Past

August 1, 2005 - November 29, 2022

FARMERS FINANCIAL SOLUTIONS, LLC

CRD#: 103863

POTEAU, OK

Past

November 9, 1998 - April 30, 1999

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

CRD#: 4039

NEW YORK, NY

Past

November 9, 1998 - April 30, 1999

EQUITABLE ADVISORS, LLC

CRD#: 6627

NEW YORK, NY

State Registrations and Notice Filings

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

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

Oklahoma
(1/26/2023)

Exams

State Security Law Exam

Series 63

Date: 7/30/2005

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 7/30/2005

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

FINRA

Current Firm

FARMERS FINANCIAL SOLUTIONS, LLC

FARMERS FINANCIAL SOLUTIONS | FARMERS FINANCIAL SOLUTIONS, LLC

CRD#: 103863 / SEC#: 801-108217, 8-52361

Broker-Dealer Firm Regulated by FINRA (Los Angeles district office)

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Contact information

Main Address

31051 Agoura Rd., Westlake Village, CA 91361

Mailing Address

31051 Agoura Rd., Westlake Village, CA 91361

Phone number

(818) 584-0200

Established

Nevada since 12/21/1999

Firm type

Limited Liability Company

Fiscal year end

December

Firm Size

Large

# of Employees

FINRA licenses (51 States and Territories)

Documents

Customer Relationship Summary (CRS / FINRA)

Latest Form ADV

Part 2 Brochures

FARMERS ADV PART 2A DISCLOSURE BROCHURE (1/31/2019)

Direct owners and executive officers

Name	Position	CRD#
FFS HOLDING, LLC	MANAGING MEMBER
BORKIN, JOSHUA ALAN	CHIEF FINANCIAL OFFICER	6536355
DAHM, CHRISTINE	BOARD MEMBER	8191792
DO, CHAU	SECRETARY	7865522
HANSON, GUY MEADE	BOARD MEMBER	7165729
HOHL, DOREN EUGENE	BAORD MEMBER	1953425
ROBINSON, TARETHA ANN	CHIEF COMPLIANCE OFFICER	4539081
ROBINSON, TARETHA ANN	DIRECTOR OF OPERATIONS	4539081
SCHEAR, ZACHARY	PRESIDENT	5958762
SCOTT, JANICE GALE	BOARD MEMBER	7909854
WILLOUGHBY, DENITA ANNETTE	BOARD MEMBER	2368099

Disclosures

Regulatory Event

Red Flags

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William D. Adrean

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view William Dee Adrean JR's CRS (Customer Relationship Summary).

Certified licenses

Experience

FARMERS FINANCIAL SOLUTIONS, LLC

FARMERS FINANCIAL SOLUTIONS, LLC

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

EQUITABLE ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 7/30/2005

SIE

Date: 10/1/2018

Series 6

Date: 7/30/2005

FINRA

Current Firm

FARMERS FINANCIAL SOLUTIONS, LLC

Contact information

FINRA licenses (51 States and Territories)

Documents

Part 2 Brochures

Direct owners and executive officers

Disclosures

Red Flags

Company Information

FARMERS FINANCIAL SOLUTIONS, LLC

TRUST BUT VERIFY

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