WK
William B. Keesling
VERUS CAPITAL PARTNERS
Escondido, CA 92025
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CRD#: 4698475
WK
Professional summary
William Barrett Keesling is a registered financial advisor currently at VERUS CAPITAL PARTNERS, LLC located in Escondido, California.
William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. William has worked at 5 firms and has passed the Series 66, SIE, Series 7 and Series 26 exams.
Question & Answer
Are you a "fiduciary"?
Yes
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.
1. 10/16/2020 - First Then Insurance & Financial Services - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start 10/19/2020 - 80 Hours Per Month/20 Hours During Securities Trading - Time Spent 25% - Fixed insurance, fixed life, annuities, DI, LTC. 2. 10/16/2020 - First Then IFS - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 05/20/2019 - 20 Hours Per Month/0 Hours During Securities Trading - Time Spent 5% - Fixed life, fixed annuities, DI, LTC. 3. 10/16/2020 - IHSS: In Home Supportive Service - Not Investment Related - Home Based - The In-Home Supportive Services (IHSS) program - Started 12/16/2019 - 100 Hours Per Month/0 Hours During Securities Trading - Time Spent 20% - Provide care for a family member with Special Needs. 4. 10/20/2020 - Verus Capital Partners, LLC - DBA: (Hybrid) First Then Insurance & Financial Services - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - 80 Hours Per Month/20 Hours During Securities Trading - Time Spent 25% - I provide investment advisory services through Verus Capital Partners, LLC an independent investment advisor firm. I started this business activity in 10/2020. I expect to spend approximately 80 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 5. 10/20/2020 - Verus Capital Partners, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Started 05/20/2019 - 80 Hours Per Month/20 Hours During Securities Trading - Time Spent 25% - I provide investment advisory services through Verus Capital Partners, LLC an independent investment advisor firm. I started this business activity in 10/2020. I expect to spend approximately 80 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.
CRS (Client Relationship Summary) - RIA
Click below to view William Barrett Keesling'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®
NoneExperience
Current
May 20, 2019 - Present
VERUS CAPITAL PARTNERS, LLC
Office #1: 350 West 9th Avenue Suite 202, Escondido, CA 92025RIA
CRD#: 151568
Escondido, CA
Past
October 16, 2020 - March 23, 2022
LPL FINANCIAL LLC
BD
CRD#: 6413
SAN DIEGO, CA
Past
May 20, 2019 - October 29, 2020
SECURITIES AMERICA, INC.
BD
CRD#: 10205
SAN DIEGO, CA
Past
April 22, 2015 - May 28, 2019
PRINCIPAL SECURITIES, INC.
RIA
CRD#: 1137
SAN DIEGO, CA
Past
April 16, 2015 - May 28, 2019
PRINCIPAL SECURITIES, INC.
BD
CRD#: 1137
SAN DIEGO, CA
Past
November 4, 2003 - April 15, 2015
PRUCO SECURITIES, LLC.
RIA
CRD#: 5685
SAN DIEGO, CA
Past
September 9, 2003 - April 15, 2015
PRUCO SECURITIES, LLC.
BD
CRD#: 5685
SAN DIEGO, CA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
VC
VERUS CAPITAL PARTNERS, LLC
3 RIVERS FINANCIAL GROUP | WANN FINANCIAL SERVICES | WALTERS WEALTH MANAGMENT | WALTERS WEALTH MANAGEMENT | VINEPOINT ADVISORY GROUP, LLC | VERUS CAPITAL PARTNERS, LLC | UNIVERSAL FINANCIAL CONSULTANTS | SUNBURST FINANCIAL MANAGEMENT | STARKEY BROTHERS, INC. | SOUTH PLATTE INVESTMENTS & PLANNING | SAMSON FINANCIAL, LLC | RSO WEALTH, LLC | RSD FINANCIAL, LLC | PROVIDENT FINANCIAL GROUP | PHP CAPITAL, INC. | PHILLIPS FINANCIAL MANAGEMENT | PARKER CAPITAL STRATEGIES, LLC | OXENHAM FINANCIAL | OPTIMAL WEALTH INC. | NEW BREAK FINANCIAL | MOLINAR AND CO. | KENNETH M. PERKINS WEALTH | ITTNER BULL CAPITAL PARTNERS LLC | INTERMARKET ANALYTICS | HUNT FINANCIAL SERVICES | HOLCOMB WEALTH MANAGEMENT | HAVEN FINANCIAL SERVICES, LLC | GUARDIAN WEALTH BUILDERS | GOLDEN RULE WEALTH MANAGEMENT | GEISER WEALTH MANAGEMENT | FRONT RANGE FINANCIAL | FREEDOM POINT FINANCIAL | FRED A. GOODMAN, CPA | FIRST THAN IFS | EAGLE EYE INVESTMENTS, LLC | DAHL FINANCIAL RESOURCE | CROWE AND ASSOCIATES, INC | BURNS TAX AND WEALTH MANAGEMENT | BIGGS FINANCIAL | BELLA FINANCIAL ADVISORS, LLC | ARCHE FG
CRD#: 151568 / SEC#: 801-78989
RIA
Registered Investment Advisory firm - (1/2/2014 Approved)Arizona
Registered Investment Advisory firm - (1/2/2014 Terminated)Illinois
Registered Investment Advisory firm - (1/2/2014 Terminated)Maryland
Registered Investment Advisory firm - (1/3/2014 Terminated)North Carolina
Registered Investment Advisory firm - (1/2/2014 Terminated)Texas
Registered Investment Advisory firm - (1/2/2014 Terminated)Virginia
Registered Investment Advisory firm - (1/6/2014 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
California(5/20/2019)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Current Firm
VC
VERUS CAPITAL PARTNERS, LLC
3 RIVERS FINANCIAL GROUP | WANN FINANCIAL SERVICES | WALTERS WEALTH MANAGMENT | WALTERS WEALTH MANAGEMENT | VINEPOINT ADVISORY GROUP, LLC | VERUS CAPITAL PARTNERS, LLC | UNIVERSAL FINANCIAL CONSULTANTS | SUNBURST FINANCIAL MANAGEMENT | STARKEY BROTHERS, INC. | SOUTH PLATTE INVESTMENTS & PLANNING | SAMSON FINANCIAL, LLC | RSO WEALTH, LLC | RSD FINANCIAL, LLC | PROVIDENT FINANCIAL GROUP | PHP CAPITAL, INC. | PHILLIPS FINANCIAL MANAGEMENT | PARKER CAPITAL STRATEGIES, LLC | OXENHAM FINANCIAL | OPTIMAL WEALTH INC. | NEW BREAK FINANCIAL | MOLINAR AND CO. | KENNETH M. PERKINS WEALTH | ITTNER BULL CAPITAL PARTNERS LLC | INTERMARKET ANALYTICS | HUNT FINANCIAL SERVICES | HOLCOMB WEALTH MANAGEMENT | HAVEN FINANCIAL SERVICES, LLC | GUARDIAN WEALTH BUILDERS | GOLDEN RULE WEALTH MANAGEMENT | GEISER WEALTH MANAGEMENT | FRONT RANGE FINANCIAL | FREEDOM POINT FINANCIAL | FRED A. GOODMAN, CPA | FIRST THAN IFS | EAGLE EYE INVESTMENTS, LLC | DAHL FINANCIAL RESOURCE | CROWE AND ASSOCIATES, INC | BURNS TAX AND WEALTH MANAGEMENT | BIGGS FINANCIAL | BELLA FINANCIAL ADVISORS, LLC | ARCHE FG
CRD#: 151568 / SEC#: 801-78989
RIA
Registered Investment Advisory firm - (1/2/2014 Approved)Arizona
Registered Investment Advisory firm - (1/2/2014 Terminated)Illinois
Registered Investment Advisory firm - (1/2/2014 Terminated)Maryland
Registered Investment Advisory firm - (1/3/2014 Terminated)North Carolina
Registered Investment Advisory firm - (1/2/2014 Terminated)Texas
Registered Investment Advisory firm - (1/2/2014 Terminated)Virginia
Registered Investment Advisory firm - (1/6/2014 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
8300 N Hayden Rd Suite A207, Scottsdale, AZ 85258
Mailing Address
Phone number
(480) 990-3719
Established
Firm type
Fiscal year end
# of Employees
49
SEC notice filing (35 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 5,392 |
| AUM (Assets Under Management) | $ 2,066,642,798 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
