William McKernan, financial advisor West Palm Beach FL
50 score

William McKernan

CRD Number: 4615214
Current Firm: Northwestern Mutual Investment Services,llc

William McKernan (CRD# 4615214) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in West Palm Beach, FL and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Northwestern Mutual Wealth Management Company Milwaukee, WI Mar 2016 - Current < 1
Northwestern Mutual Investment Services, LLC Palm Beach Gardens, FL Dec 2002 - Current 14
Northwestern Mutual Life Insurance Company Milwaukee, WI Jun 2002 - Current 14
Northwestern Mutual Investment Services, LLC West Palm Beach, FL Aug 2013 - Mar 2016 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2011
S65 NASAA Investment Advisors Law Examination Aug 2013
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. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Regulatory Event
  • Criminal Record
Get Details on the FINRA Advisor Check site
Contact Info for William F. McKernan
Phone Number: 866-664-7737
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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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