William
Keeney
Equity Services, Inc
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About this Advisor
William Keeney is a financial advisor based in Roanoke, Virginia, working with Equity Services, Inc. William has previously held positions at First Command Financial Planning, Inc, First Command Insurance Services, Inc, Penn Mutual Life Ins Co, Hornor Townsend & Kent Inc, National Life Group, and Equity Services, Inc. William has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in South Carolina. Currently, William is part of Equity Services, Inc, which operates out of Roanoke, Virginia. The firm has 230 offices and 450 employees. The firm manages assets totaling $2.1 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Equity Services, Inc includes asset-based, hourly, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Equity Services, Inc Brokerage Details
$2,124,751,345
450
11,558
$183,834
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
William Keeney Work History
National Life Group
Equity Services, Inc
Penn Mutual Life Ins Co
Hornor Townsend & Kent Inc
First Command Financial Planning, Inc
First Command Insurance Services, Inc
Disclosures
Please visit the SEC profile of William Keeney to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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