Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Fahey is a financial professional with over 40 years of experience in the industry. He is currently registered as an investment advisor representative with Grove Point Advisors, LLC in Kamas, UT. William also holds a Series 63, Series 65, Series 7, and Series 1 license. William has previously worked with several other financial firms including Pacific West Securities, Inc., H. Beck, Inc., Global Brokerage Services, Inc., and Derand/Pennington/Bass, Inc. William is committed to providing high-quality financial advice and services to his clients.
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.
1
2
UT
06/09/2021 - Present
Grove Point Advisors, LLC (Kamas UT)
VA
01/28/2005 - 11/22/2011
PACIFIC WEST SECURITIES, INC. (GREAT FALLS VA)
MD
03/24/2000 - 01/28/2005
H. BECK, INC. (ROCKVILLE MD)
MD
10/22/1998 - 03/24/2000
GLOBAL BROKERAGE SERVICES, INC. (HUNT VALLEY MD)
MD
11/18/1994 - 08/25/1998
H. BECK, INC. (ROCKVILLE MD)
GA
05/07/1992 - 11/17/1994
IFG NETWORK SECURITIES, INC. (ATLANTA GA)
NA
01/16/1976 - 05/22/1992
DERAND/PENNINGTON/BASS, INC.
IA
Issued 06/07/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/06/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/10/1976
Series 7 - General Securities Representative Examination
BC
Issued 01/13/1976
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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