William RouseCRD Number: 5281085
Current Firm: Corrigan Financial Inc.
William Rouse (CRD# 5281085) is an Investment Advisor Representative working at Corrigan Financial Inc. in Middletown, RI and has over 9 years of experience in the finance industry.
Spinnaker Asset Management Inc.
Financial Independence, LLC
Oppenheimer & Company Inc.
|Corrigan Financial, Inc.||Middletown, RI||May 2012 - Current||4|
|Unemployed||Charlotte, NC||Nov 2011 - Apr 2012||< 1|
|John Hancock Distributors LLC||Boston, MA||Jan 2007 - Nov 2011||4|
|John Hancock||Boston, MA||Jun 2006 - Nov 2011||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 2007|
|S65||NASAA Investment Advisors Law Examination||Oct 2012|
Total Assets Under Management603MILLIONS
Total Number of Accounts926ACCOUNTS
Average Account Value$650,879
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
CA, CT, FL, GA, MA, NC, NY, RI, TX, VA