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William Bovee King

Wood Creek Capital Advisors, LLC

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About William Bovee King

William Bovee King is an Investment Advisor Representative associated with Wood Creek Capital Advisors, LLC. William Bovee King is a licensed insurance agent in Virginia and Massachusetts. William Bovee King has been working in the financial services industry since 1988. William Bovee King has passed Series 63, 65, and 7 exams as well as the Securities Industry Essentials Examination. William Bovee King is a Chartered Financial Consultant. The firm focuses on financial planning, portfolio management for individuals, and other advisory services. The firm has approximately 401 clients with a total of 43,500,000 dollars under management.

Firm Information

William King is currently registered with Wood Creek Capital Advisors, LLC. Wood Creek Capital Advisors, LLC is an investment advisor registered with the SEC. They provide financial planning and portfolio management services for individuals and high-net-worth individuals. The firm manages approximately $43.5 million in assets for 401 clients. Their services also include variable annuity and life management.

$43.50M

Assets Under Management

Not reported

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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variable annuity and life management

Variable annuity and life management

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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William King’s Registration & Firm History

VA

08/31/2023 - Present

Wood Creek Capital Advisors, LLC (LYNCHBURG VA)

VA

02/23/1990 - 09/06/2023

MML INVESTORS SERVICES, LLC (Moneta VA)

VA

02/23/1988 - 01/29/1990

ANDERSON & STRUDWICK, INCORPORATED (RICHMOND VA)

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Licenses & Designations

IA

Issued 05/01/1997

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/29/1988

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/20/1988

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for William Bovee King.
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