William Heaphy, financial advisor Baltimore MD
90 score

William Heaphy

CRD Number: 2995028
Current Firm: Investment Counselors Of Maryland

William Heaphy (CRD# 2995028) is an Investment Advisor Representative working at Investment Counselors Of Maryland in Baltimore, MD and has 1 year of experience in the finance industry.

Similar Advisors
Brian Kuhn, financial advisor Baltimore MD
Brian Kuhn
CRD# 4474832
Planning Solutions Group, LLC
Score
104
Similar Advisors
Nicholas Ibello, financial advisor Baltimore MD
Nicholas A. Ibello
CRD# 5820593
Commonwealth Financial Network
Score
103
Similar Advisors
Aaron Cirksena, financial advisor Baltimore MD
Aaron J. Cirksena
CRD# 6161482
Summit Financial Group Inc.
Score
102
Professional Designations
Company Name Location Dates Years
Investment Counselors Of Maryland, LLC Baltimore, MD Nov 2001 - Current 15

William Heaphy has no recent exams reported.
Contact Info for William V. Heaphy
Phone Number: 410-539-3838
Firm Website: https://www.icomd.com
Registered State(s):
  • MD
By the Numbers
  • Total Assets Under Management
    1,801
    MILLIONS
  • Total Number of Accounts
    52
    ACCOUNTS
  • Average Account Value
    $34,625,767
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

IL, MD

Ready to hire a financial advisor? Get competitive proposals from William Heaphy and other advisors.
BADGES
90
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.