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William Richard Koch

Voya Financial Partners, LLC

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About William Richard Koch

William Koch is a financial advisor with over 10 years of experience in the financial services industry. He is currently registered with Voya Financial Partners, LLC and holds Series 6, 26, and 63 securities licenses. William has previously worked with MFS Fund Distributors, Inc. and Hartford Securities Distribution Company, Inc. William specializes in providing investment advice to individual investors.

Firm Information

William Koch is currently registered with Voya Financial Partners, LLC. Voya Financial Partners, LLC is a Limited Liability Company formed in November 2000. The firm is registered in all 50 U.S. states, the District of Columbia, Puerto Rico, and the Virgin Islands. It is also registered with the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

460

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.

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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William Koch’s Registration & Firm History

MA

12/13/2018 - Present

Voya Financial Partners, LLC (BRAINTREE MA)

MA

02/29/2008 - 03/15/2012

HARTFORD SECURITIES DISTRIBUTION COMPANY, INC. (BOSTON MA)

MA

04/18/2001 - 02/29/2008

MFS FUND DISTRIBUTORS, INC. (BOSTON MA)

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Licenses & Designations

BC

Issued 06/15/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/28/2002

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 12/14/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/13/2018

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 Richard Koch.
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