William BrancaccioCRD Number: 5959000
Current Firm: Independent Financial Partners
William Brancaccio (CRD# 5959000) is an Investment Advisor Representative working at Independent Financial Partners in White Plains, NY and has over 6 years of experience in the finance industry. William Brancaccio 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.
Legacy Care Wealth, LLC
Altium Wealth Management LLC
Cfs Investment Advisory Services LLC
|Independent Financial Partners||White Plains, NY||Aug 2016 - Current||1|
|Lpl Financial LLC||White Plains, NY||Aug 2016 - Current||1|
|Metlife Securities Inc.||Stamford, CT||Jul 2011 - Jun 2016||4|
|Hofstra University||Hempstead, NY||Aug 2007 - Jul 2011||3|
|Barnum Financial Group||Shelton, CT||Jun 2010 - Aug 2010||< 1|
|Department Of Recreation City Of Norwalk||Norwalk, CT||Aug 2008 - Aug 2010||2|
|Vector Marketing Cutco||Wilton, CT||Jan 2008 - Jan 2009||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 2011|
|S65||NASAA Investment Advisors Law Examination||Dec 2011|
Total Assets Under Management5,298MILLIONS
Total Number of Accounts30,260ACCOUNTS
Average Account Value$175,078
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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