WK
William N. Kearney
CROWN PRIVATE WEALTH
Mooresville, NC 28117
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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.
Integrated Financial Concepts, LLC; Insurance Agent; 09/2016, 32 Joe Knox Ave, Ste 104 Mooresville North Carolina 28117 United States; Position Title: Owner;Responsibilities Duties: Business management; Start date with business: 2011-09-14;Hours 1 hour per week. Percentage of total yearly compensation expected to be derived from the business: 10; Will an IRS form for income earned be received: Yes; Crown Insurance Advisors, LLC; Location of the business: 132 Joe Knox Ave., Suite 104, Mooresvile NC 28117 United States; Crown Insurance Advisors, LLC; Description of the business: This is a fixed insurance agency providing insurance and risk management services to clients.; Position Title: Co-Founder & Insurance Agent; Responsibilities Duties: Sales & Service of insurance products with retail clientele.; Start date with business: 2023-09-06; Hours per week devoted to business during trading hours: 6; Hours per week devoted to business outside trading hours: 0; Percentage of total yearly compensation expected to be derived from the business: 50; Will an IRS form for income earned be received: No; Crown Advisors, LLC; Is the business investment related: No; Location of the business: 132 Joe Knox Ave, Ste 104 Mooresville North Carolina 28117 United States; Description of the business: Holding Company;Position Title: Co-Founder; Responsibilities Duties: business management; Start date with business: 2023-05-04; 40 Hours per week devoted to business. ;Percentage of total yearly compensation expected to be derived from the business: 0;Will an IRS form for income earned be received: No; Ifc Safe Holdings, LLC; Is the business investment related: No; Location of the business: 1100 N KIMBALL AVE STE 100 SouthLake Texas 76092 United States; Description of the business: Private Placement ;Position Title: Managing Member; Responsibilities Duties: Communication support; Start date with business: 2013-07-24; 0 Hours per week devoted to business during trading hours: 0;Hours per week devoted to business outside trading hours: 0;Percentage of total yearly compensation expected to be derived from the business: 0;Will an IRS form for income earned be received: No; IFC Safe Holdings, 2014, LLC; Location of the business: 1100 N KIMBALL AVE STE 100 Southlake TX 76092 United States; Description of the business: Private Placement. Position Title: Managing Member; Responsibilities Duties: Communication support; Start date with business: 2014-10-17; 0 Hours per week devoted to business during trading hours: 0; 0 Hours per week devoted to business outside trading hours: 0; Percentage of total yearly compensation expected to be derived from the business: 0; Will an IRS form for income earned be received: No.
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®
NoneExperience
Current
February 9, 2021 - Present
CROWN PRIVATE WEALTH, LLC
Office #1: 132 Joe Knox Avenue Suite 104, Mooresville, NC 28117RIA
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)
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)Upgrade to AdvisorCheck Premium
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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
Regulatory assets under management
| Total Number of Accounts | 133 |
| AUM (Assets Under Management) | $ 47,706,045 |
Red Flags
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Company Information
CROWN PRIVATE WEALTH, LLC
CRD#: 311541Mooresville, NC 28117TRUST BUT VERIFY
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