Best Investors Account Sign in
Inactive

William James Kearney

Firstrust

Daytona Beach, FL

CRD 2495855

Claim This Profile
Employer firm

Firstrust CRD 111800

$250M regulatory AUM 6 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Firstrust

113 Executive Cir., Daytona Beach, FL 32114 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APP_PEND_IARCE 2026-01-01
  • FL RA
    APP_PEND_IARCE
    Since 2026-01-01

Branch Locations

113 Executive Circle, Daytona Beach, FL 32114 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Waterhouse Securities, Inc. Orlando FL 05/1995 Present
  • 05/1995 → Present
    Waterhouse Securities, Inc.
    Orlando, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2004-06-25
S63 Uniform Securities Agent State Law Examination 1994-08-16
  • S65 Uniform Investment Adviser Law Examination
    2004-06-25
  • S63 Uniform Securities Agent State Law Examination
    1994-08-16
Other Names
  • William James Kearney

View on SEC IAPD

Nearby Firms

CHARTER ADVISORY SERVICES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
PRIME CAPITAL FINANCIAL

Nearby Investors

MARK EDWARD NICHOLS
SHANNON LEE BARNWELL
JULIAN C LOPEZ

Nearby Offices

CHARTER ADVISORY SERVICES, LLC · DAYTONA BEACH, FL
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · DAYTONA BEACH, FL
PRIME CAPITAL FINANCIAL · Daytona Beach, FL

More in Daytona Beach, FL

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor