William R. Griffioen
Professional summary
William R Griffioen, CFP®, who also goes by Bill Griffioen, William Roger Griffioen, is a registered financial advisor currently at ELITE FOCUS PRIVATE WEALTH, LLC located in Chicago, Illinois.
William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. William has worked at 7 firms and has passed the Series 66, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view William R Griffioen's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2006
Experience
January 14, 2015 - Present
ELITE FOCUS PRIVATE WEALTH, LLC
July 10, 2012 - January 13, 2015
WELLS FARGO CLEARING SERVICES, LLC
July 10, 2012 - January 13, 2015
WELLS FARGO CLEARING SERVICES, LLC
June 25, 2010 - July 3, 2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
June 25, 2010 - July 3, 2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
October 16, 2009 - June 25, 2010
CHICAGO INVESTMENT GROUP ADVISORS, LLC
October 16, 2009 - June 25, 2010
CHICAGO INVESTMENT GROUP, LLC
June 27, 2008 - October 6, 2009
UBS FINANCIAL SERVICES INC.
June 3, 2008 - October 6, 2009
UBS FINANCIAL SERVICES INC.
September 28, 2000 - October 13, 2003
BANC ONE SECURITIES CORPORATION
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/14/2015)
Exams
Current Firm
ELITE FOCUS PRIVATE WEALTH, LLC
CRD#: 174000 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 19 |
| AUM (Assets Under Management) | $ 11,649,022 |
Red Flags
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