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William Merritt King

Core Advisory Group

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About William Merritt King

William Merritt King is a financial advisor with over 10 years of experience in the industry. William is a Certified Financial Planner™ and holds the Series 6, Series 7, and Series 63 licenses, as well as the SIE exam. He has worked with Core Advisory Group since 2020 and previously held roles with LPL Financial, LLC and Hornor, Townsend & Kent, Inc.. William's expertise lies in financial planning, portfolio management for individuals, and pension consulting. He specializes in working with high-net-worth individuals, corporations, and charitable organizations. He provides financial advice and services through Core Advisory Group, a registered investment advisor firm, which is separate from and independent of LPL Financial. William also offers a range of other financial services, including tax preparation and accounting.

Firm Information

William King is currently registered with Core Advisory Group. Core Advisory Group is a registered investment advisor headquartered in Rock Hill, SC. With approximately $238 million in regulatory assets under management, the firm serves individuals, high net worth individuals, corporations, charitable organizations, and pension plans. They offer financial planning and portfolio management services and participate in wrap fee programs.
Core Advisory Group

744 ARDEN LANE

ROCK HILL, SC 29732

$238.22M

Assets Under Management

23

Total Clients

10

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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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

SC

06/26/2020 - Present

Core Advisory Group (ROCK HILL SC)

NC

06/16/2014 - 03/10/2016

HORNOR, TOWNSEND & KENT, INC. (CHARLOTTE NC)

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Licenses & Designations

BC

Issued 07/17/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/01/2016

Series 7 - General Securities Representative Examination

BC

Issued 06/16/2014

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for William Merritt King.
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