William Frank Kurz
Professional Summary
William Frank Kurz, who also goes by William F Kurz, is a registered financial advisor currently at CREDIT AGRICOLE SECURITIES (USA) INC. located in New York, New York. William is registered as a RR (Registered Representative) and started their career in finance in 2023. William has worked at 1 firm and has passed the Series 27 exam.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
William F Kurz
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Videos & Posts
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Contact Information
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Disclosures on record.
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Years of Experience
3 years in the financial services industry
Current & Past Employments
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Current Firm
CALYON SECURITIES (USA) INC | EURO PARTNERS SECURITIES CORPORATION | CREDIT LYONNAIS SECURITIES (USA), INC. | CREDIT AGRICOLE SECURITIES (USA) INC. | CL GLOBALPARTNERS SECURITIES CORPORATION | CALYON SECURITIS (USA) INC.
Contact Information
Main Address
1301 Avenue Of The Americas - 9th Floor, New York, NY 10019Mailing Address
1301 Avenue Of The Americas - 9th Floor, New York, NY 10019Phone Number
(212) 261-7000Established
New York since 01/30/1968Firm Type
CorporationFiscal Year End
DecemberFirm Size
MediumFINRA licenses (53 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Documents
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| CREDIT AGRICOLE GLOBALPARTNERS INC. | SHAREHOLDER | — |
| ARNAL, CELINE | MEMBER OF THE BOARD OF DIRECTORS | 7247072 |
| GEROLD, MARIA TERESA | CFO | 5967881 |
| HETIER, FRANCOIS-EDOUARD MARIE MARC | MEMBER OF THE BOARD OF DIRECTORS | 7817148 |
| KURZ, WILLIAM FRANK | COO AND MEMBER OF THE BOARD OF DIRECTORS | 7602164 |
| PUBLIE, STEPHANE | CEO AND MEMBER OF THE BOARD OF DIRECTORS | 5978052 |
| YOUN, EDWARD KYUNG-HO | CHIEF COMPLIANCE OFFICER | 6723958 |
| ZAFAR, KASHIF | DIRECTOR | 2666642 |
Disclosures
Regulatory Event
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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.
The advisor shows no other business activity.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
SRO Registrations
SRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view William Frank Kurz's CRS (Customer Relationship Summary).
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