Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Brett Mc keithan is an investment advisor representative with Independent Advisor Alliance, LLC. William has been working in the financial services industry since 1997. William holds the Series 63, 65, 7 and SIE licenses. William is registered with the state of North Carolina, Florida, Kentucky, Virginia, South Carolina, Louisiana and Washington. William is also registered with the state of Virginia as an investment advisor. William works with individuals, high-net-worth individuals, corporations, and other businesses, charitable organizations, and pension and profit-sharing plans. William provides financial planning, portfolio management, and other advisory services.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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NC
02/15/2021 - Present
Independent Advisor Alliance, LLC (Southport NC)
NC
04/23/1997 - 05/19/2014
AMERIPRISE FINANCIAL SERVICES, INC. (SOUTHPORT NC)
MN
04/23/1997 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 04/24/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/23/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/22/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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