Willliam Mcnair
Willliam Mcnair is a CFA, CFP-designated registered investment advisor at Kestra Advisory Services, LLC, based in Fairfield, NJ, with 25 years of industry experience. Willliam is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Annuities, Education Planning, Estate Planning, Insurance Planning, and 3 more. Their firm serves 117,403 clients with $80B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Asset-based fees range up to 2.5% of assets under management and are negotiable based on account size, registration type, and services provided.
Fee Estimator
Location
375 Passaic Ave, Fairfield, NJ, 07004
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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.
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William is the Director of Investment Services at Preferred Pensions LLC, where he evaluates investment options for retirement plan participants, dedicating about 10-20% of his time. He also serves as the Director of Investment Services at U.S. Financial Services, LLC, overseeing the retirement/401(k) plan department and assisting with wealth management on a full-time basis.
Employment History
Current Registrations
Kestra Advisory Services, LLC
Kestra Investment Services, LLC
Kestra Investment Services, LLCBroker
Previous Registrations
NFP Advisor Services, LLC
Citigroup Global Markets INC.Broker
Salomon Smith Barney INC.Broker
Franklin/templeton Distributors, INC.Broker
State Registrations1 state
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
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