Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Lawson Ralston is a financial advisor with KPP Advisory Services LLC, located in Louisville, Kentucky. William has been in the financial industry since 2002 and is a Certified Financial Planner. William is registered with the states of California, Connecticut, Florida, Idaho, Illinois, Indiana, Kentucky, Massachusetts, Missouri, New Jersey, New York, North Carolina, Ohio, Texas, Virginia, and Washington. William is also a registered investment advisor representative with KPP Advisory Services LLC. William specializes in providing financial planning services to individuals and businesses. William's clients include high-net-worth individuals and other individuals. William provides various financial planning services, including portfolio management, pension consulting, and educational seminars.
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.
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2
KY
10/05/2017 - Present
KPP Advisory Services LLC (LOUISVILLE KY)
KY
01/04/2010 - 02/02/2012
PRIVATE CLIENT SERVICES, LLC (LOUISVILLE KY)
KY
08/06/2003 - 12/31/2009
WOODBURY FINANCIAL SERVICES, INC. (LOUISVILLE KY)
DE
07/03/2002 - 08/15/2003
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
IA
Issued 01/03/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/10/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/2004
Series 7 - General Securities Representative Examination
BC
Issued 07/02/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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