William Anthony Hodapp
Investment adviser representative at Pure Financial Advisors, LLC
13 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$11.1BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
13 years in the industry.
- Pure Financial Advisors, LLCJul 2021 to now
- Ci Surevest Private WealthOct 2020 to Jul 2021
- Wells FargoJun 2018 to Oct 2020
- 1st Global Advisors, IncAug 2013 to Jun 2018
- 1st Global Capital CorpAug 2013 to Jun 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 65 · Uniform Investment Adviser Law1998
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Pure Financial Advisors, LLC
$11.1BAssets managed
7,509Clients
87Advisers
17 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3010856
- Firm CRD
- 144316