Bill began his career in the financial services industry in 1987 and started his own company in 1993. In 2003, frustrated by the losses incurred by individual investors who followed the industry’s “buy-and-hold” philosophy, he formed 401 Advisor, LLC. as a Registered Investment Advisor in Centerville, Ohio.
Following his own research and work done with Professor Stan Eakins, Professor of Finance at East Carolina University, he built 401 Advisor, LLC. around the use of his proprietary trading models. These models are designed to take advantage of market opportunities while avoiding poor performing areas (including the entire market if necessary) to minimize potential client risks.
Email Bill at firstname.lastname@example.org
Jim took his own path to the financial services industry. He served on active duty in the United States Air Force for 20 years and retired as a Master Sergeant in 2014. His passion for investing led him into the financial services industry after he retired from the Air Force. While serving in the Air Force, Jim volunteered every tax season for the tax center on base, which provides tax return preparation free of charge for military members. As a result, Jim's extensive knowledge of tax preparation and tax planning for individuals and business owners, allows him to offer that as a valuable service to his clients.
Email Jim at Jim@401advisor.com
Past performance is no guarantee of future results.