KW
Kyrette O. Williams
PACIFIC SELECT DISTRIBUTORS
Newport Beach, CA 92660
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CRD#: 4545146
KW
Professional summary
Kyrette Orian Williams, CFP®, who also goes by Orian Williams, is a registered financial professional currently at PACIFIC SELECT DISTRIBUTORS, LLC located in Newport Beach, California.
Kyrette is registered as a RR (Registered Representative) and started their career in finance in 2002. Kyrette has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6, Series 51 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
No
Aliases
Orian Williams
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.
CRS (Client Relationship Summary) - BD
Click below to view Kyrette Orian Williams's 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®
Experience
Current
December 10, 2020 - Present
PACIFIC SELECT DISTRIBUTORS, LLC
Office #1: 700 Newport Center Drive, Newport Beach, CA 92660BD
CRD#: 4452
Newport Beach, CA
Past
April 2, 2019 - December 2, 2020
JACKSON NATIONAL LIFE DISTRIBUTORS LLC
BD
CRD#: 40178
FRANKLIN, TN
Past
August 7, 2018 - March 14, 2019
ALLSTATE FINANCIAL ADVISORS, LLC
RIA
CRD#: 109524
Nashville, TN
Past
June 1, 2018 - March 14, 2019
ALLSTATE FINANCIAL SERVICES, LLC
BD
CRD#: 18272
NASHVILLE, TN
Past
January 20, 2015 - April 13, 2018
JACKSON NATIONAL LIFE DISTRIBUTORS LLC
BD
CRD#: 40178
DENVER, CO
Past
August 24, 2011 - February 26, 2014
MML INVESTORS SERVICES, LLC
BD
CRD#: 10409
METAIRIE, LA
Past
December 10, 2010 - July 19, 2011
MSI FINANCIAL SERVICES, INC.
BD
CRD#: 14251
METAIRIE, LA
Past
June 19, 2002 - July 9, 2003
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
BD
CRD#: 15708
BIRMINGHAM, AL
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
Alabama(3/9/2021)
RR
Alaska(3/14/2022)
RR
Arizona(3/14/2022)
RR
Arkansas(3/14/2022)
RR
California(3/14/2022)
RR
Colorado(3/14/2022)
RR
Connecticut(3/9/2021)
RR
Delaware(3/9/2021)
RR
District of Columbia(3/14/2022)
RR
Florida(3/9/2021)
RR
Georgia(3/9/2021)
RR
Hawaii(3/14/2022)
RR
Idaho(3/14/2022)
RR
Illinois(3/14/2022)
RR
Indiana(3/14/2022)
RR
Iowa(3/14/2022)
RR
Kansas(3/14/2022)
RR
Kentucky(3/9/2021)
RR
Louisiana(3/9/2021)
RR
Maine(3/9/2021)
RR
Maryland(3/9/2021)
RR
Massachusetts(3/14/2022)
RR
Michigan(3/14/2022)
RR
Minnesota(3/14/2022)
RR
Mississippi(3/9/2021)
RR
Missouri(3/14/2022)
RR
Montana(3/14/2022)
RR
Nebraska(3/14/2022)
RR
Nevada(3/14/2022)
RR
New Hampshire(3/9/2021)
RR
New Jersey(3/9/2021)
RR
New Mexico(3/14/2022)
RR
New York(3/14/2022)
RR
North Carolina(3/9/2021)
RR
North Dakota(3/14/2022)
RR
Ohio(3/15/2022)
RR
Oklahoma(3/14/2022)
RR
Oregon(3/14/2022)
RR
Pennsylvania(3/14/2022)
RR
Rhode Island(3/9/2021)
RR
South Carolina(3/9/2021)
RR
South Dakota(3/14/2022)
RR
Tennessee(12/11/2020)
RR
Texas(3/14/2022)
RR
Utah(3/14/2022)
RR
Vermont(3/9/2021)
RR
Virginia(3/9/2021)
RR
Washington(3/14/2022)
RR
West Virginia(3/9/2021)
RR
Wisconsin(3/14/2022)
RR
Wyoming(3/14/2022)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
PS
PACIFIC SELECT DISTRIBUTORS, LLC
PACIFIC EQUITY SALES COMPANY | PACIFIC SELECT DISTRIBUTORS, LLC | PACIFIC SELECT DISTRIBUTORS, INC. | PACIFIC SECURITIES | PACIFIC MUTUAL DISTRIBUTORS, INC. | PACIFIC MUTUAL DISTRIBURTORS, INC.
CRD#: 4452 / SEC#: , 8-15264
BD
Broker-Dealer Firm Regulated by FINRA (Los Angeles district office)
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Contact information
Main Address
700 Newport Center Drive, Newport Beach, CA 92660-6397
Mailing Address
700 Newport Center Drive, Newport Beach, CA 92660-6397
Phone number
(949) 219-6579
Established
Delaware since 01/01/2015
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Large
# of Employees
FINRA licenses (53 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| PACIFIC LIFE INSURANCE COMPANY | PARENT OF APPLICANT | |
| DARE, BARBARA ALYCE | VICE PRESIDENT | 5074108 |
| KISSEL, GEOFFREY P | CHIEF EXECUTIVE OFFICER | 7499710 |
| LA ROQUE, SUZANNE MARIE | ASSISTANT VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | 4222767 |
| SMITH, TREVOR TIMOTHY | VICE PRESIDENT, PRINCIPAL FINANCIAL OFFICER, PRINCIPAL OPERATING OFFICER | 4844953 |
| YAMAUCHI, STARLA CHIN | VICE PRESIDENT, CORPORATE SECRETARY | 7721024 |
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.
