William Mckenna is a ChFC-designated registered investment advisor, based in Mason, OH, with 43 years of industry experience.
Location
8571 Mason-Montgomery, Suite 38, Mason, OH, 45040
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
William sells fixed insurance, long-term care, fixed annuities, and disability insurance, dedicating about 10-20% of his time. He also works as an advisor for Provenance Wealth Advisors, focusing on fee-based financial planning, and coaches/consults for Providence Consulting and Wealth Advisors, LLC, spending about 10-20% of his time on each.
Employment History
Current Registrations
Pwa Securities, LLCBroker
Provenance Wealth Advisors
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Walnut Street Securities, INC.
Walnut Street Securities, INC.Broker
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
MML Investors Services, INC.
MML Investors Services, INC.Broker
The Lincoln National Life Insurance CompanyBroker
Lincoln Financial Advisors CorporationBroker
Cigna Financial Advisors,inc.Broker
State Registrations10 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.