Unclaimed Profile

William James Kearney

FIRSTRUST LLC·DAYTONA BEACH, Florida

Clean recordFIRSTRUST 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

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

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.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

FIRSTRUST LLC

FIRSTRUST

AUM

$200M

Regulatory assets under management

Employees

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

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 2495855

Firm CRD# 111800

View on FINRA BrokerCheck →

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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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