William JenningsCRD Number: 4549868
Current Firm: Newman Dignan & Sheerar, Inc.
William Jennings (CRD# 4549868) is an Investment Advisor Representative working at Newman Dignan & Sheerar, Inc. in Providence, RI and has over 17 years of experience in the finance industry.
Spinnaker Asset Management Inc.
Balanced Wealth Management, LLC
Financial Independence, LLC
|Newman Dignan & Sheerar, Inc.||Providence, RI||Aug 2003 - Current||13|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Mar 2000|
Total Assets Under Management339MILLIONS
Total Number of Accounts951ACCOUNTS
Average Account Value$355,985
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
CT, FL, MA, NH, NY, RI
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