WM
CFP
WM
CFP

William Mccanney

9 Years of Experience
Chicago, IL
Broker

William Mccanney is a CFP-designated registered investment advisor at Hightower Advisors, LLC, based in Chicago, IL, with 9 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 56,418 clients with $160B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1028 advisors
Number of Clients
56,418 clients
Average Client Portfolio
$2.9M average
Assets Under Management
$164.8B

Fee Structure

Hightower Advisors offers investment management services where fees are negotiable and can be calculated as a percentage of your portfolio. The percentage can be a flat rate, tiered based on asset levels, or tiered floating. Fees are typically deducted from your account and can be charged either in advance or after the service is provided, calculated quarterly or monthly. Some advisors may adjust fees based on significant deposits or withdrawals during the billing cycle. The firm may also household accounts for price breaks.

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Location

200 W. Madison St., Suite 2500, Chicago, IL, 60606

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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
Hightower Advisors, LLC
September 2022 - Present · 3 yrs 8 mos
Hightower Securities, LLCBroker
September 2022 - Present · 3 yrs 8 mos
Hightower Securities, LLC
September 2022 - Present · 3 yrs 8 mos
Previous Registrations
Northwestern Mutual Investment Services,llc
June 2021 - September 2022 · 1 yr 3 mos
Northwestern Mutual Investment Services, LLCBroker
June 2021 - September 2022 · 1 yr 3 mos
Semus Wealth Partners, LLC
November 2019 - June 2021 · 1 yr 7 mos
Ameriprise Financial Services, INC.
May 2019 - December 2019 · 7 mos
Ameriprise Financial Services, INC.Broker
May 2018 - December 2019 · 1 yr 7 mos
Griffin Financial Group, LLCBroker
May 2016 - March 2018 · 1 yr 10 mos
State Registrations1 state
NY
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.