Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Byrd King is a registered representative with Truist Advisory Services, Inc. William has been in the financial services industry since 2013. William has experience with financial planning and portfolio management for individuals and businesses. William is registered in Indiana, Kentucky and Texas. William is also registered as an investment advisor representative in Indiana, Kentucky and Texas. William has held previous roles with BB&T SECURITIES, LLC, BB&T INVESTMENT SERVICES, INC., Edward Jones, and AMERICAN EXPRESS FINANCIAL ADVISORS INC..
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.
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.
Wrap fee product and financial profiling services using desktop software
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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2
IN
11/03/2021 - Present
Truist Advisory Services, Inc. (NEW ALBANY IN)
VA
01/02/2018 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
KY
09/10/2015 - 01/02/2018
BB&T INVESTMENT SERVICES, INC. (LOUISVILLE KY)
KY
10/01/2013 - 09/01/2015
EDWARD JONES (LOUISVILLE KY)
MN
12/15/2004 - 03/11/2005
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
12/15/2004 - 03/11/2005
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 10/19/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/01/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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