Unclaimed
William Pearce King is a financial advisor with RFG Advisory, LLC, a firm located in Vestavia Hills, Alabama. William has been in the industry since 2019 and has a strong background in financial planning and investment management. William is registered with the state of Tennessee and Texas and holds the Series 66, Series 7TO, and SIE licenses. William is also a Certified Financial Planner. William has experience working with a variety of clients, including individuals, high-net-worth individuals, families, corporations, trusts, and charitable organizations. William's focus is on helping clients achieve their financial goals through personalized financial plans and investment strategies. William has previously worked with CETERA ADVISOR NETWORKS LLC and VOYA 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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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
AL
01/18/2024 - Present
RFG Advisory, LLC (VESTAVIA HILLS AL)
TN
06/09/2021 - 01/23/2024
CETERA ADVISOR NETWORKS LLC (JACKSON TN)
TN
08/07/2019 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (JACKSON TN)
BOTH
Issued 11/22/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/07/2019
Series 7TO - General Securities Representative Examination
BC
Issued 06/22/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
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