William Keeney, financial advisor Greenville SC

William Keeney

NAVIGON Financial Group, Inc

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.

CONTACT
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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
Contact Info for William A. Keeney
By the Numbers
  • Total Assets Under Management
    1,867
    MILLIONS
  • Total Number of Accounts
    11,317
    ACCOUNTS
  • Average Account Value
    $164,964
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

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

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Data verified by both the advisor and the public regulatory data.

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