William Keeney
CRD Number: 6053833
Current Firm: Esi Financial Advisors
Compensation Model: Both
Professional
Bill has worked in Business Administration and Healthcare Services industries since 1990. He entered into the Financial Advisor Services in 2012. His personal goal is to become a lifetime resource for each and every client. Bill joined our Company in 2015 after finding a mutual company and senior advisor group that shared his core beliefs.
Bill provides businesses and families a custom professional approach to create purpose and meaning in their financial security.
Bill rapidly transformed failing organizations into highly successful profit centers. As a Financial Analyst with OrthoLink Physicians Corp, he assisted a Mid-Cap company to go public in 2001. He greatly enhanced seven large orthopedic practices throughout the United States. He brought two separate multi-specialty surgery centers from financial dysfunction to exceed $1.0 Million in net income.
Education and Affiliations
Bill obtained his degree in Biology from Hampden-Sydney College, Hampden-Sydney, VA. He is a Certified Financial Educator.
Registrations
Bill is a Certified Financial Educator and a Registered Representative of Hornor, Townsend & Kent, Inc. with FINRA Series 6, 63, and 65 giving him access to many solutions for his clients' needs. He is Life & Health licensed and securities registered in his home state of Virginia and non-resident states of Arkansas, Florida, Maryland, North Carolina, Ohio, Pennsylvania, Texas and Washington.
Personal
Bill grew up in Roanoke, Virginia. He retired from the United States Army Reserves after 26 years, of which, he served 11 years of active duty in Kansas, Italy, Germany and served on 3 deployments. Bill returned to Virginia in 2004 and has enjoyed raising his family in Hanover County. He is an active member of his local church and enjoys competitive golf, deep sea fishing, and most outdoor family activities.
CRD# 5253310
Boundless Financial
CRD# 4456936
Apex Capital Management LLC
CRD# 6162753
Brookstone Wealth Advisors, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
National Life Group | Roanoke, VA | Apr 2020 - Current | 3 |
Equity Services, Inc. | Montpelier, VT | Apr 2020 - Current | 3 |
Penn Mutual Life Ins Co | Horsham, PA | Jan 2015 - Apr 2020 | 5 |
Hornor Townsend & Kent Inc. | Horsham, PA | Jan 2015 - Apr 2020 | 5 |
First Command Financial Planning, Inc. | Fort Worth, TX | Sep 2012 - Dec 2014 | 2 |
First Command Insurance Services, Inc. | Fort Worth, TX | Sep 2012 - Dec 2014 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | May 2012 |
S65 | NASAA Investment Advisors Law Examination | Jun 2012 |
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Total Assets Under Management1,867MILLIONS
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Total Number of Accounts11,317ACCOUNTS
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Average Account Value$164,964
- A percentage of assets under your management
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