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William James Kearney

Firstrust

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About William James Kearney

William Kearney is a financial advisor at Firstrust, with over 25 years of experience in the financial industry. William's expertise lies in financial planning and portfolio management. William has a broad range of experience serving clients including high-net-worth individuals, pension and profit-sharing plans, and corporations. William is also a registered investment advisor, serving clients in Florida.

Firm Information

William Kearney is currently registered with Firstrust. Firstrust, located in DAYTONA BEACH, FL, is an investment advisor with approximately $200,000,000 in regulatory assets under management. The firm provides financial planning, pension consulting, and selection of other advisors. Their client base consists primarily of high-net-worth individuals, pension and profit-sharing plans, and individuals other than high-net-worth.
Firstrust

113 EXECUTIVE CIR.

DAYTONA BEACH, FL 32114

$200.00M

Assets Under Management

Not reported

Total Clients

6

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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William Kearney’s Registration & Firm History

FL

07/16/2004 - Present

Firstrust (DAYTONA BEACH FL)

NE

06/07/1995 - 11/21/2000

TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)

MN

09/21/1994 - 06/01/1995

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

09/21/1994 - 06/01/1995

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

IA

Issued 06/25/2004

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/16/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/05/1999

Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)

BC

Issued 09/20/1994

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for William James Kearney.
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