William McIntee, financial advisor Rochester MN
93 score

William McIntee

CRD Number: 3179359
Current Firm: Signator Investors, Inc.

William McIntee (CRD# 3179359) is an Investment Advisor Representative working at Signator Investors, Inc. in Rochester, MN and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
Signator Investors, Inc. Waterloo, IA May 2016 - Current < 1
Naifa Cedar Valley Waterloo, IA Jul 2015 - Current 1
Bill Mcintee Financial Services Inc. Waterloo, IA Apr 2008 - Current 8
Financial Decisions Group Waterloo, IA Jan 1999 - Current 17
Transamerica Financial Advisors, Inc. Waterloo, IA Jan 1999 - Current 17
Life Investors Insurance Waterloo, IA Jan 1999 - Jun 2012 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1999
S65 NASAA Investment Advisors Law Examination Jan 2003
Contact Info for William G. McIntee
Phone Number: 800-543-6611
Registered State(s):
  • IA
By the Numbers
  • Total Assets Under Management
    2,196
    MILLIONS
  • Total Number of Accounts
    25,384
    ACCOUNTS
  • Average Account Value
    $86,500
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
  • Educational seminars/workshops
Types of Clients
Registered States

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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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