AdvisorOS Directory
Claim Profile
WK

William James Kearney

FIRSTRUST LLC·DAYTONA BEACH, Florida
Unclaimed Profile
113 EXECUTIVE CIR., DAYTONA BEACH, FL 32114CRD# 2495855Firm CRD# 111800
01

About

William James Kearney is a registered financial advisor based in DAYTONA BEACH, Florida, affiliated with FIRSTRUST LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
FIRSTRUST LLC
FIRSTRUST
AUM
$200M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at FIRSTRUST LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2495855
Firm CRD# 111800
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in DAYTONA BEACH?

Browse all registered financial advisors in DAYTONA BEACH, Florida or claim this profile if it's yours.

Browse DAYTONA BEACH AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in DAYTONA BEACH
Michael T Koenig — FIRSTRUST LLCChristopher Wood Cannon — FIRSTRUST LLCMichelle Cannon — FIRSTRUST LLCMarcus Allen Wooten — KEYES, STANGE & WOOTEN WEALTH MANAGEMENT, LLCDavid Neil Jones — LEXINGTON INVESTMENT COUNSEL, LLC
Nearby cities in Florida
MIAMI (1221)TAMPA (396)BOCA RATON (391)CORAL GABLES (291)WEST PALM BEACH (251)
City Guides
MIAMI GuideTAMPA GuideBOCA RATON GuideCORAL GABLES GuideWEST PALM BEACH Guide
Research
Advisor Fees in FloridaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile