William Driscoll, financial advisor Chicago IL

William Driscoll

CRD Number: 2834578
Current Firm: Oak Family Advisors, LLC

William Driscoll (CRD# 2834578) is an Investment Advisor Representative working at Oak Family Advisors, LLC in Chicago, IL and has over 26 years of experience in the finance industry. William Driscoll 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
Oak Family Advisors, LLC Chicago, IL Oct 2019 - Current 4
Ballast Equity Management Oakbrook Terrace, IL Oct 2017 - Dec 2019 2
Self Employed Naperville, IL Aug 2017 - Oct 2017 < 1
Rmb Capital Management, LLC Chicago, IL Jan 2017 - Jul 2017 < 1
Prudence Island Asset Management, Inc. Naperville, IL Sep 2016 - Jan 2017 < 1
Prudence Island Asset Management, Inc. Naperville, IL Aug 2016 - Jan 2017 < 1
Zuckerman Investment Group Chicago, IL Mar 2015 - Jul 2016 1
Rmb Capital Managment Chicago, IL Mar 2006 - Mar 2015 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1997
Contact Info for William E. Driscoll
Phone Number: 312-373-7221
Firm Website: https://www.ofallc.com
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    496
    MILLIONS
  • Total Number of Accounts
    793
    ACCOUNTS
  • Average Account Value
    $625,221
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
Types of Clients
Registered States

CA, FL, IL, MI, NC, NE, TX

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