Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Brian King is a financial advisor registered with Kestra Advisory Services, LLC. William has been in the financial services industry since December 1998. William is a Certified Financial Planner™ professional and holds the Series 6, Series 7, Series 63 and Series 65 licenses. William specializes in providing financial planning, portfolio management for businesses and individuals, and selection of other advisors. William is also registered as an investment advisor representative with Kestra Advisory Services, LLC. William has been with Kestra since April 2016. William is also a member manager of Blue Hose Properties, LLC and owner/president of King Financial Corporation. William also serves as the secretary of the Concord Downtown Development Corporation Foundation Board.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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NC
04/19/2016 - Present
Kestra Advisory Services, LLC (CONCORD NC)
MA
12/14/1998 - 09/28/2000
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
IA
Issued 11/13/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/30/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/11/2012
Series 7 - General Securities Representative Examination
BC
Issued 12/07/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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