William FennieCRD Number: 6170427
Current Firm: Integrated Capital Management, Inc.
William Fennie (CRD# 6170427) is an Investment Advisor Representative working at Integrated Capital Management, Inc. in Scranton, PA and has over 4 years of experience in the finance industry.
Northeastern Financial Consultants, Inc.
Ameriprise Financial Services, Inc.
|Integrated Capital Management Inc.||Scranton, PA||Jan 2013 - Current||4|
|Federal Reserve Bank||Philadephia, PA||Oct 2011 - Dec 2012||1|
|Jp Morgan Chase||Newark, DE||Aug 2011 - Oct 2011||< 1|
|West Chester University||West Chester, PA||Sep 2007 - May 2011||3|
|Scranton Prep||Scranton, PA||Jan 2003 - Jun 2007||4|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jun 2013|
Total Assets Under Management942MILLIONS
Total Number of Accounts5,775ACCOUNTS
Average Account Value$163,100
- 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
- Selection of other advisers (including private fund managers)
AZ, CA, CO, DC, FL, GA, ID, IL, LA, MD, ME, MN, NC, NJ, NV, NY, OH, PA, TN, TX, UT, VA, WI