William Delaney (CRD# 6911688) is an Investment Advisor Representative working at First Command Advisory Services in Arlington, VA and has over 5 years of experience in the finance industry.
CRD# 4092356
David Wealth Management, LLC
CRD# 2247685
Equitable Advisors, LLC
CRD# 5969842
Reframe Wealth, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
First Command Financial Planning, Inc. | Fort Worth, TX | Nov 2018 - Current | 5 |
First Command Advisory Services, Inc. | Fort Worth, TX | Nov 2018 - Current | 5 |
First Command Insurance Services, Inc. | Fort Worth, TX | Nov 2018 - Current | 5 |
First Command | Fort Worth, TX | Feb 2018 - Nov 2018 | < 1 |
Career Transistion | Woodbridge, VA | Jun 2017 - Jan 2018 | < 1 |
Fabrique Nationale America LLC | Mclean, VA | Jun 2015 - Jun 2017 | 2 |
Sierra Nevada Corporation Inc. | Folsom, CA | Jul 2005 - May 2015 | 9 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Aug 2018 |
- TX
- VA
-
Total Assets Under Management17,482MILLIONS
-
Total Number of Accounts107,959ACCOUNTS
-
Average Account Value$161,929
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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