William Henry (CRD# 5630947) is an Investment Advisor Representative working at First Fiduciary Investment Counsel Inc. in Cleveland, OH and has over 7 years of experience in the finance industry.
CRD# 5310387
Lpl Financial LLC
CRD# 1065232
Independence Capital Company, Inc.
CRD# 4787364
The Center For Eldercare Finance
Company Name | Location | Dates | Years |
---|---|---|---|
First Fiduciary Investment Counsel | Independence, OH | Jun 2008 - Current | 15 |
North Ridge Development Ltd | Richfield, OH | Jan 1994 - Current | 30 |
Dan Marchetta Realty | Bath, OH | Oct 2006 - Jan 2019 | 12 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | May 2016 |
- OH
-
Total Assets Under Management502MILLIONS
-
Total Number of Accounts474ACCOUNTS
-
Average Account Value$1,058,990
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
AZ, CA, FL, IL, LA, MN, NY, OH, TX, WI
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