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WK

William N. Kearney

CROWN PRIVATE WEALTH
Mooresville, NC 28117
Some features on this profile are disabled
CRD#: 6471153
WK

Professional summary

William Neal Kearney, who also goes by Bill Neal Kearney, is a registered financial advisor currently at CROWN PRIVATE WEALTH, LLC located in Mooresville, North Carolina.

William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. William has worked at 3 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Bill Neal Kearney

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) - RIA

Click below to view William Neal Kearney'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

February 9, 2021 - Present

CROWN PRIVATE WEALTH, LLC

Office #1: 132 Joe Knox Avenue Suite 104, Mooresville, NC 28117
RIA
CRD#: 311541
Mooresville, NC
Past

April 24, 2018 - March 5, 2021

VIRTUE CAPITAL MANAGEMENT, LLC

RIA
CRD#: 167816
Mooresville, NC
Past

March 30, 2015 - April 25, 2018

HORTER INVESTMENT MANAGEMENT, LLC

RIA
CRD#: 119880
Mooresville, NC

State Registrations and Notice Filings

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

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
North Carolina
(2/9/2021)
IAR
South Carolina
(10/8/2021)

Exams

State Security Law Exam
IAR
Series 65
Date: 3/26/2015
Uniform Investment Adviser Law Examination

Current Firm

CP
CROWN PRIVATE WEALTH, LLC
CROWN PRIVATE WEALTH, LLC | INTEGRATED FINANCIAL CONCEPTS, LLC | FOARD WEALTH MANAGEMENT, LLC

CRD#: 311541 / SEC#:

North Carolina
Registered Investment Advisory firm - (2/9/2021 Approved)
South Carolina
Registered Investment Advisory firm - (10/8/2021 Approved)
West Virginia
Registered Investment Advisory firm - (2/16/2021 Approved)
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Contact information

Main Address
132 Joe Knox Avenue Suite 104, Mooresville, NC 28117
Mailing Address
Phone number
(704) 469-0200
Established
Firm type
Fiscal year end
# of Employees
3

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts138
AUM (Assets Under Management)$ 63,584,229

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

CROWN PRIVATE WEALTH, LLC

CRD#: 311541Mooresville, NC 28117

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