William B. Heffernan
Professional summary
William Boynton Heffernan is a registered financial advisor currently at H.H. INVESTMENT COUNSEL, INC. located in Malvern, Pennsylvania.
William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1988. William has worked at 3 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view William Boynton Heffernan's CRS (Customer Relationship Summary).
Certified licenses
Experience
June 10, 1993 - Present
H.H. INVESTMENT COUNSEL, INC.
October 13, 2006 - December 4, 2015
GLOBAL EMERGING CAPITAL GROUP, LLC
January 20, 1988 - May 1, 1992
SEI INVESTMENTS DISTRIBUTION CO.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(6/10/1993)
Exams
Current Firm
H.H. INVESTMENT COUNSEL, INC.
CRD#: 123133 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 8 |
| AUM (Assets Under Management) | $ 5,411,000 |
Red Flags
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