Investacorp Advisory Services Inc
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About this Advisor
William Cooney is a chartered financial consultant who works out of Seattle, Washington, with a total of 15 years of professional experience. Cooney works at Investacorp Advisory Services Inc. Their career trajectory has included roles at Nfp Advisor Services, Northwestern Mutual Life Insurance Company, Massmutual, Crump, Highland Capital, Investacorp Inc and Investacorp Advisory Services. Cooney maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can serve investors in Washington. Investacorp Advisory Services Inc is a registered investment company operating out of Seattle, Washington. The investment advisory business has offices in 120 locations and a total of 265 people on staff. It manages $2 billion in assets under management across its 7,301 accounts, placing it among the biggest investment advisory firms in the country by assets under management. Of its 7,301 customer accounts, just 3% are held by high-net-worth individuals who have at least $1 million in assets available to invest. Investacorp Advisory Services Inc provides a diverse range of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees for financial management usually vary depending on the services provided. Fees billed by Investacorp Advisory Services Inc likely are comprised of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years of Experience
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Investacorp Advisory Services Inc Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
William Cooney Work History
William has 15 years of experience.
Investacorp Advisory Services
Nfp Advisor Services
Northwestern Mutual Life Insurance Company
William Cooney has no disclosures.
Please visit their SEC profile for more details.