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William Pearce King

RFG Advisory, LLC

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About William Pearce King

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.

Firm Information

William King is currently registered with RFG Advisory, LLC. RFG Advisory, LLC is an investment advisor headquartered in VESTAVIA HILLS, AL. The firm provides financial planning, pension consulting, and educational seminars to individuals, corporations, and trusts. They have over 84 licensed agents, 122 investment advisor representatives, and 75 registered representatives. RFG Advisory, LLC manages over $3.8 billion in assets for over 17,871 clients.
RFG Advisory, LLC

1400 URBAN CENTER DRIVE

VESTAVIA HILLS, AL 35242-2245

$3.86B

Assets Under Management

8

Total Clients

120

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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

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)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for William Pearce King.
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