William Mckenna
William Mckenna is a ChFC-designated registered investment advisor at Mckenna & Sullivan INC, based in Southampton, PA, with 45 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Investment Management, and 1 more. Their firm serves 27 clients with $18M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
1111 Street Road, #312, Southampton, PA, 18966
Get directionsHistory
Regulatory History (2)
Customer Dispute
April 1997Regulatory
October 1995Employment History
Current Registrations
Mckenna & Sullivan INC
Previous Registrations
Wharton Equity Corporation
Wharton Equity CorporationBroker
Mckenna, INC.
Ascend Financial Services, INC.Broker
Equico Securities, INC.Broker
The Equitable Life Assurance Society of the United StatesBroker
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.