William Mccanney is a CFP-designated registered investment advisor, based in Reading, PA, with 10 years of industry experience. William is also registered as a broker, so some compensation may come from commissions on products sold.
Location
2395 Lancaster Pike, 1 Floor, Office 101, Reading, PA, 19607
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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.
Learn about disclosures →Employment History
Current Registrations
Hightower Securities, LLCBroker
September 2022 - Present · 4 yrs 1 mo
Hightower Advisors, LLC
September 2022 - Present · 4 yrs 1 mo
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 Registrations2 states
NYPA
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.
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