William Bromley, financial advisor Newtown PA

William Bromley

CRD Number: 4881804
Current Firm: Innova Wealth Partners, LLC

William Bromley (CRD# 4881804) is an Investment Advisor Representative working at Innova Wealth Partners, LLC in Newtown, PA and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
Innova Wealth Partners, LLC Newtown, PA Aug 2013 - Current 9
Corestates Capital Advisors, LLC Newtown, PA Aug 2006 - Sep 2013 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2005
S65 NASAA Investment Advisors Law Examination Aug 2006
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for William H. Bromley
Phone Number: (888) 270-1574
Registered State(s):
  • PA
  • TX
By the Numbers
  • Total Assets Under Management
    177
    MILLIONS
  • Total Number of Accounts
    947
    ACCOUNTS
  • Average Account Value
    $187,383
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States

CA, CO, FL, MA, MD, NJ, NY, PA, RI, TX

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