William Kane, financial advisor Charlotte NC

William Kane

CRD Number: 1072982
Current Firm: Eagle Strategies LLC

William Kane (CRD# 1072982) is an Investment Advisor Representative working at Eagle Strategies LLC in Charlotte, NC and has over 39 years of experience in the finance industry.

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Company Name Location Dates Years
Nylife Securities Inc. Charlotte, NC Jun 1982 - Current 41
Ny Life Ins. Company Charlotte, NC Nov 1980 - Current 43
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1984
Contact Info for William R. Kane
Phone Number: (888) 695-3245
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    16,667
    MILLIONS
  • Total Number of Accounts
    87,580
    ACCOUNTS
  • Average Account Value
    $190,309
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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