William P. Mehney
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
William Powell Mehney, who also goes by Bill Mehney, was a registered financial professional .
William is a previously registered financial professional and started their career in finance in 2004. William had worked at 4 firms and has passed the Series 66 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
July 20, 2015 - June 8, 2017
BURNHAM & DELLS ADVISORS
January 10, 2011 - December 31, 2014
MEHNEY FINANCIAL SERVICES, LLC
September 14, 2010 - December 31, 2010
MEHNEY FINANCIAL SERVICES, LLC
June 9, 2006 - January 7, 2009
OSAIC SERVICES, INC.
April 16, 2004 - May 4, 2006
A. G. EDWARDS & SONS, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
BURNHAM & DELLS ADVISORS
CRD#: 114866 / SEC#: 801-60510
Contact information
Documents
Regulatory assets under management
| Total Number of Accounts | 365 |
| AUM (Assets Under Management) | $ 386,284,866 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
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