William R. Finnell
Professional summary
William Ryan Finnell, AIF®, who also goes by William Finnell, is a registered financial advisor currently at PROACTIVE WEALTH MANAGEMENT located in Lexington, Kentucky.
William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. William has worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 6 and Series 26 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view William Ryan Finnell's CRS (Customer Relationship Summary).
Certified licenses
Experience
August 18, 2015 - Present
PROACTIVE WEALTH MANAGEMENT
Office #1: 176 Pasadena Dr Building 2, Lexington, KY 40503May 31, 2012 - August 29, 2023
AMERICAN EQUITY INVESTMENT CORPORATION
May 2, 2012 - September 3, 2015
RETIREMENT TAX ADVISORY GROUP
January 6, 2012 - May 2, 2012
TRANSAMERICA FINANCIAL ADVISORS, LLC
January 6, 2012 - May 2, 2012
TRANSAMERICA FINANCIAL ADVISORS, LLC
July 22, 2008 - January 6, 2012
INVESTMENT ADVISORS INTERNATIONAL, INC.
June 23, 2006 - January 6, 2012
WORLD GROUP SECURITIES, INC.
January 23, 2006 - June 9, 2006
NATCITY INVESTMENTS, INC.
October 16, 1995 - January 4, 2006
FORESTERS FINANCIAL SERVICES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(8/18/2015)
Exams
Current Firm
PROACTIVE WEALTH MANAGEMENT
CRD#: 273028 / SEC#:
Contact information
Red Flags
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Company Information
PROACTIVE WEALTH MANAGEMENT
CRD#: 273028Lexington, KY 40503TRUST BUT VERIFY
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