William Franey (CRD# 2615090) is an Investment Advisor Representative working at The Wealth Alliance, LLC in Melville, NY and has over 25 years of experience in the finance industry.
CRD# 2611004
Ameriprise Financial Services, LLC
CRD# 4545110
Cambridge Investment Research Advisors, Inc.
CRD# 2587716
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| The Wealth Alliance, LLC | Melville, NY | Aug 2019 - Current | 4 |
| Newtek Business Services Corp. | Lake Success, NY | Jul 2018 - Sep 2019 | 1 |
| Unemployed | New York City, NY | Apr 2018 - Jun 2018 | < 1 |
| Amerimerchant Holdings Llc Dba Capify | New York City, NY | Oct 2014 - Mar 2018 | 3 |
| Nyse Euronext | New York City, NY | Nov 2009 - Aug 2014 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1999 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2024 |
- NY
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Total Assets Under Management1,704MILLIONS
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Total Number of Accounts4,006ACCOUNTS
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Average Account Value$425,275
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, CT, DE, FL, IL, MA, MD, NC, NH, NJ, NY, PA, SC, TX, VA
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