WK
WK

William Keenan

40 Years of Experience
Orlando, FL
Broker

William Keenan is a registered investment advisor at Wells Fargo Advisors, based in Orlando, FL, with 40 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

7575 Dr. Phillips Blvd, Ste 100, Orlando, FL, 32819

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Wells Fargo Advisors
December 2009 - Present · 16 yrs 7 mos
Wells Fargo Advisors Financial Network, LLCBroker
December 2009 - Present · 16 yrs 7 mos
Previous Registrations
Janney Montgomery Scott LLC
April 2005 - December 2009 · 4 yrs 8 mos
Janney Montgomery Scott LLCBroker
July 2003 - December 2009 · 6 yrs 5 mos
Morgan Stanley
January 1991 - July 2003 · 12 yrs 6 mos
Morgan Stanley Dw INC.Broker
August 1985 - July 2003 · 17 yrs 11 mos
State Registrations9 states
ALCAFLGAIDORPAVAWV
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.