Unclaimed Profile

William Henry Mccance

TRUST ADVISORY GROUP LTD·READING, Massachusetts

SIE, Series 7, Series 24, Series 63, Series 65, Series 79TO, Series 99TO18 years registeredTRUST ADVISORY GROUP LTD

123 HAVEN ST, READING, MA 01867CRD# 1382957Firm CRD# 106926

Profile Verification

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

Identity

William Henry Mccance · READING, MA

Registration

CRD #1382957 · TRUST ADVISORY GROUP LTD · 18 years registered

Brand Profile

Not yet started

Career History

TRUST ADVISORY GROUP LTD

Oct 2007 – present

KLEOSSUM, INC.

Mar 2014 – Jun 2014

CONWAY, NH

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 65

Series 79TO

Series 99TO

Registration record

First registered · October 23, 2007

Years registered · 18

Disclosure History

2024Customer Dispute·Settled

2015Customer Dispute·Settled

2006Customer Dispute·Settled

4 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD. Resolutions may have changed since.

Firm Overview

Firm

TRUST ADVISORY GROUP LTD

CRD 106926 · SEC 801-46919

AUM

$560M

Regulatory assets under management

Employees

2,056 client accounts

Services offered by TRUST ADVISORY GROUP LTD

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 TRUST ADVISORY GROUP LTD →

Introduction

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Frequently Asked Questions

What services does William Henry Mccance offer?

William Henry Mccance specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in READING, Massachusetts for a consultation.

What are William Henry Mccance's credentials?

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

Where is William Henry Mccance located?

William Henry Mccance is based in READING, Massachusetts, working with TRUST ADVISORY GROUP LTD. Their office serves clients in the READING metropolitan area and surrounding communities.

How does William Henry Mccance charge for services?

William Henry Mccance'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 TRUST ADVISORY GROUP LTD?

TRUST ADVISORY GROUP LTD has approximately 43 employees and manages $560M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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