William Hearne (CRD# 6620310) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Greenville, SC and has over 6 years of experience in the finance industry.
CRD# 5253310
Boundless Financial
CRD# 4456936
Apex Capital Management LLC
CRD# 6162753
Brookstone Wealth Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Signature Wealth Group, LLC | Greenville, SC | Jun 2018 - Current | 5 |
| Raymond James Financial Services Advisor Inc. | Florence, SC | Nov 2017 - Current | 6 |
| Raymond James Financial Services, Inc. | Florence, SC | Apr 2017 - Current | 7 |
| Florence Breakfast Rotary Club | Florence, SC | Apr 2017 - Current | 7 |
| Signature Wealth Strategies | Florence, SC | Jan 2016 - Current | 8 |
| Penn Mutual Life Insurance | Greenville, SC | Apr 2019 - Jan 2020 | < 1 |
| First Reliance Bank | Florence, SC | Jan 2015 - Jan 2016 | 1 |
| Francis Marion University | Florence, SC | Sep 2011 - Dec 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2017 |
- NC
- SC
-
Total Assets Under Management275,430MILLIONS
-
Total Number of Accounts985,117ACCOUNTS
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Average Account Value$279,591
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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