William Dougherty

from Main Street Financial Solutions, LLC
SEC regulated
Regulated Investment Advisor
William Dougherty is a financial advisor based in Pennsylvania, Newtown, with 24 years of experience. William currently works for Main Street Financial Solutions, LLC. William maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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William Dougherty works at Main Street Financial Solutions, LLC
Main Street Financial Solutions, LLC is a financial advisory firm based in Newtown, Pennsylvania. It currently has approximately $1,541,211,198 of assets under management and employs about 41 people. Main Street Financial Solutions, LLC uses a fee structure of a percentage of assets under your management, hourly charges, fixed fees and consulting fees based on assets under advisement.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
11 years
Fee structure
A percentage of assets under your management, hourly charges, fixed fees and consulting fees based on assets under advisement
Office location
503 E. Washington Avenue, Suite 1c, Newtown, Pennsylvania, 18940

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