William James Marker
CFP®, ChFC®Professional Summary
William James Marker, CFP®, ChFC®, who also goes by William Marker, is a registered financial advisor currently at BORLAND MARKER located in Centerville, Ohio. William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. William has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
William Marker
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Videos & Posts
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Contact Information
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SOLTIS INVESTMENT ADVISORS, LLC
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Disclosures on record.
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Credentials
Years of Experience
18 years in the financial services industry
Current & Past Employments
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Current Firm
BORLAND MARKER | MARKER INVESTMENTS | MARKER FINANCIAL LLC
Contact Information
Main Address
7001 Corporate Way, Dayton, OH 45459Phone Number
(937) 434-7736# of Employees
2Documents
Regulatory Assets Under Management
Total Number of Accounts
202AUM (Assets Under Management)
$97,986,960Similar Advisors
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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.
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State Registrations and Notice Filings
(8/13/2024)
(5/18/2026)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view William James Marker's CRS (Customer Relationship Summary).
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SOLTIS INVESTMENT ADVISORS, LLC
