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WH

William K. Hurley

ACCESSALPHA WORLDWIDE LLC
Chicago, IL 60606
Some features on this profile are disabled
CRD#: 2193274
WH

Professional summary

William Kennard Hurley JR, who also goes by William K Hurley Jr, William K Jr Hurley, William Kennard Hurley, is a registered financial professional currently at ACCESSALPHA WORLDWIDE LLC located in Chicago, Illinois.

William is registered as a RR (Registered Representative) and started their career in finance in 1991. William has worked at 8 firms and has passed the Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

William K Hurley Jr | William K Jr Hurley | William Kennard Hurley

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view William Kennard Hurley JR's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

November 1, 2021 - Present

ACCESSALPHA WORLDWIDE LLC

Office #1: 444 West Lake Street Suite 1700, Chicago, IL 60606
BD
CRD#: 142279
Chicago, IL
Past

February 7, 2012 - July 29, 2021

MORGAN STANLEY DISTRIBUTION, INC.

BD
CRD#: 30344
CHICAGO, IL
Past

September 11, 2007 - November 1, 2011

FRONTEGRA STRATEGIES, LLC

BD
CRD#: 137529
NORTHBROOK, IL
Past

June 27, 2003 - October 16, 2006

IVY DISTRIBUTORS, INC.

BD
CRD#: 16496
OVERLAND PARK, KS
Past

February 21, 2001 - October 16, 2006

WADDELL & REED

BD
CRD#: 866
OVERLAND PARK, KS
Past

July 31, 1997 - September 27, 1999

IDS LIFE INSURANCE COMPANY

BD
CRD#: 6321
MINNEAPOLIS, MN
Past

July 31, 1997 - September 27, 1999

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
MINNEAPOLIS, MN
Past

November 25, 1991 - February 28, 1997

LINCOLN FINANCIAL DISTRIBUTORS, INC.

BD
CRD#: 145
RADNOR, PA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Illinois
(11/1/2021)

Exams

State Security Law Exam
RR
Series 63
Date: 12/11/1991
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 11/21/1991
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

AW
ACCESSALPHA WORLDWIDE LLC
ACCESSALPHA WORLDWIDE LLC

CRD#: 142279 / SEC#: , 8-67446

BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
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Contact information

Main Address
444 West Lake Street Suite 1700, Chicago, IL 60606
Mailing Address
444 West Lake Street Suite 1700, Chicago, IL 60606
Phone number
(847) 475-6000
Established
Delaware since 06/26/2006
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (2 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Direct owners and executive officers

NamePositionCRD#
MAGNER, PATRICK CASEYCEO, CCO, AMLCO, EXECUTIVE REPRESENTATIVE2075975
LECLERCQ, ROBERT RENE IIIPRESIDENT, CFO, SECRETARY1384014
LENART, BRIAN DOUGLASFINOP, PFO/POO736107

Disclosures

Regulatory Event1

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

ACCESSALPHA WORLDWIDE LLC

CRD#: 142279Chicago, IL 60606

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