Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Patrick Horigan is a financial advisor with Connecticut Wealth Management, LLC in Farmington, CT. He is a Certified Financial Planner and holds a Series 65 license. William has been with the firm since December 2017 and has been in the financial services industry since August 2015. He has experience working with high-net-worth individuals, charitable organizations, and corporations. William provides a variety of financial planning and 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.
Personalized portfolio management to meet individual financial objectives.
Assets under advisement
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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CT
10/25/2019 - Present
Connecticut Wealth Management, LLC (FARMINGTON CT)
IA
Issued 10/25/2019
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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