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Featured Business Financial Advisor in Temecula, CA
Temecula Financial Advisors
Locklin Financial
43418 Business Park Drive
Temecula, CA 92590
“Bill Locklin, MBA, CFP”
Advisor Profile
William R. Locklin
Name:  William R. Locklin

About Locklin Financial

Bill Locklin, CFP, is a veteran of over 35 years as a financial planner, and finds that many of his clients were born around 1962 or before. Whether still working, or retired, they may come from professional, technical, education, engineering, and management backgrounds. Many are entrepreneurs.

Bill is a "safe" money specialist, and does not encourage speculation. He works with people that have money they don't want to lose or outlive. Clients seek his advice when they are concerned about their safe money options. They want their money to last as long as they do.

Bill uses strategies designed to achieve lifetime income unburdened by taxation and that limit the risk that exists with many investments. These tax saving and asset protection strategies are applicable to money held in savings accounts, CDs, 401Ks, IRAs, mutual funds, stocks, bonds, annuities, insurance, and any other type of investment or savings vehicle.

People feeling vulnerable to tax and market losses, or feeling concerned about the actions of politicians, may want to meet with Bill for a complimentary session.

Anyone who may want to learn how the wealthy utilize little-known tax codes, and how they might benefit personally from them, may find a meeting with Bill very enlightening.

LOWER TAXES mean more spendable cash, and this can allow retirees to maintain their dignity and life-style during retirement.
 

General Information

States Willing to do Business in:    Aguanga,Bonsall,Carlsbad,Corona,Escondido,Fallbrook,Hemet,Homeland,Ladera Ranch,Lake Elsinore,Menifee,Murrieta,Oceanside,Pauma Valley,Perris,Rancho Santa Margarita,San Clemente,San Juan Capistrano,San Marcos,Sun City,Temecula,Trabuco Canyon,Valley Center,Vista,Wildomar,Winchester,and all surrounding areas
Name of Broker/Dealer:    National Planning Corporation
I work with the following types of clients:    Businesses, Individual Investors, Non-Profit Organizations
Insurance License#:    0401836
Number of Years with Current Firm:    13
States Licensed in:    CA, AZ, FL, NC, UT, NV
Work Experience:    Safe money specialist - for the money you don't want to lose or outlive. Bill works with people who feel vulnerable to tax and market losses, or that are concerned about the actions of our politicians.
CRD#:    29604
Gender:    Male
Years of Experience in Financial Services:    35
 

Education

Academic Background
 
BS Mechanical Engineering MBA Finance and Economics Certified Financial Planner
 

Services

I can meet clients in the following ways:    At your office, At my office, At your home
Investment Types:    Mutual Funds, Bonds, Stocks, Annuities, Insurance, Safe Money Options
 

Qualifications & Memberships

Non-Financial Organization Memberships:    Rotary Club of Temecula
Financial Organization Memberships:    Former IAFP Chapter President
Insurance and Annuity Licenses:    Variable Life, Long Term Care, Variable Annuity, Life, Health, Annuity, Disability
Securities Licenses:    Series 7, Series 24, Series 63
Certifications, Accreditations & Designations:    CERTIFIED FINANCIAL PLANNER™ Certificant, MBA - Finance and Economics
 

Compliance

Investment Advisor Representative:    Yes
Registered Representative:    Yes
Compliance Disclosures in Last 5 years:    I have a clean record
Criminal Disclosures in Last 5 years:    I have a clean record
 

Compensation and Fees

Fee Structure:    Fee-Based (Fee and Commissions)
Minimum Portfolio Size for New Managed Accounts:    $250,000
Compensation Methods:    Based on Assets, Hourly, Flat Fee, Commissions
 
 
 

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