Unclaimed Profile

William James Kearney

FIRSTRUST LLC·DAYTONA BEACH, Florida

Series 7, Series 8, Series 63, Series 65Clean record22 years registeredFIRSTRUST LLC

113 EXECUTIVE CIR., DAYTONA BEACH, FL 32114CRD# 2495855Firm CRD# 111800

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

William James Kearney · DAYTONA BEACH, FL

Registration

CRD #2495855 · FIRSTRUST LLC · 22 years registered

Brand Profile

Not yet started

Career History

FIRSTRUST

Jul 2004 – present

Registrations & Exams

FINRA examinations passed

Series 7

Series 8

Series 63

Series 65

Registration record

First registered · July 16, 2004

Years registered · 22

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FIRSTRUST LLC

CRD 111800 · SEC 801-56812

AUM

$200M

Regulatory assets under management

Employees

126 client accounts

Services offered by FIRSTRUST LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at FIRSTRUST LLC →

Introduction

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Frequently Asked Questions

What services does William James Kearney offer?

William James Kearney specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in DAYTONA BEACH, Florida for a consultation.

What are William James Kearney's credentials?

William James Kearney is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is William James Kearney located?

William James Kearney is based in DAYTONA BEACH, Florida, working with FIRSTRUST LLC. Their office serves clients in the DAYTONA BEACH metropolitan area and surrounding communities.

How does William James Kearney charge for services?

William James Kearney's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FIRSTRUST LLC?

FIRSTRUST LLC has approximately 7 employees and manages $200M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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