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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam McKinney is an investment advisor representative with Homrich Berg in Atlanta, Georgia. William has been working in the financial services industry since 2005. He is licensed to provide financial advice in Georgia. William is a registered representative with Homrich Berg. William has a Series 63 and Series 65 license and has passed the Series 7, Series 24, Series 51 and Series 53 examinations. He has experience working at several firms, including Cetera Advisor Networks LLC, Ameriprise Financial Services, Inc., E*TRADE Securities LLC, and Edward Jones. William serves as a FINRA Arbitrator and has experience working with corporations, individuals, and charitable organizations.
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.
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.
Strategic management for diversified investment portfolios.
Bill pay services
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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GA
11/17/2022 - Present
Homrich Berg (ATLANTA GA)
NC
08/03/2010 - 02/24/2017
CETERA ADVISOR NETWORKS LLC (CHARLOTTE NC)
NC
02/28/2008 - 07/16/2010
AMERIPRISE FINANCIAL SERVICES, INC. (GREENSBORO NC)
NC
05/10/2007 - 03/12/2008
E*TRADE SECURITIES LLC (CHARLOTTE NC)
NC
07/07/2005 - 02/08/2006
EDWARD JONES (WINSTON SALEM NC)
IA
Issued 10/20/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/12/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/19/2012
Series 53 - Municipal Securities Principal Examination
BC
Issued 04/08/2011
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 12/13/2010
Series 24 - General Securities Principal Examination
BC
Issued 02/24/2017
SIE - Securities Industry Essentials Examination
BC
Issued 07/05/2005
Series 7 - General Securities Representative Examination
Active
Inactive
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