William Kearney, financial advisor Laconia NH
96 score

William Kearney

CRD Number: 1058132
Current Firm: Wedbush Securities Inc.

William Kearney (CRD# 1058132) is an Investment Advisor Representative working at Wedbush Securities Inc. in Laconia, NH and has over 33 years of experience in the finance industry. William Kearney has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Wedbush Securities Concord, NH Oct 2009 - Current 7
Wachovia Securities, LLC Concord, NH Jan 2008 - Oct 2009 1
A. G. Edwards & Sons, Inc. Concord, NH Apr 1986 - Jan 2008 21
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1983
S66 NASAA Uniform Combined State Law Examination May 2003
Contact Info for William A. Kearney
Phone Number: 213-688-8000
Firm Website: http://www.wedbush.com
Registered State(s):
  • CA
  • GA
  • NH
  • UT
  • FL
  • ME
  • MA
  • MS
  • NJ
  • TX
  • OR
  • PA
By the Numbers
  • Total Assets Under Management
    1,254
    MILLIONS
  • Total Number of Accounts
    4,156
    ACCOUNTS
  • Average Account Value
    $301,643
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based fees
Advisory Services Offered
  • 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
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, PR, RI, SC, SD, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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