Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Kring is an Investment Advisor Representative registered with Linscomb Wealth, Inc. and has over 20 years of experience in the financial services industry. William Kring works out of the Houston, TX office. William Kring has passed the Series 63, 65, 7, 2, and 24 exams. William Kring is a Certified Financial Planner (CFP) and has held previous roles with Triad Advisors LLC and 1st Global Capital Corp. William Kring provides financial planning, pension consulting, educational seminars, portfolio management for businesses, and portfolio management for individuals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
1
2
TX
03/17/2021 - Present
Linscomb Wealth, Inc. (HOUSTON TX)
GA
12/06/2001 - 06/29/2018
TRIAD ADVISORS LLC (SMYRNA GA)
TX
08/25/1999 - 12/14/2001
1ST GLOBAL CAPITAL CORP. (DALLAS TX)
CA
04/19/1995 - 10/01/1999
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
BC
Issued 05/25/1995
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 11/14/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/05/2000
Series 24 - General Securities Principal Examination
BC
Issued 06/29/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/18/1995
Series 7 - General Securities Representative Examination
BC
Issued 02/06/1995
Series 2 - Non-Member General Securities Examination
Active
Inactive
Not sure William Kring is the right advisor for you? Invested Better is here to help.
