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William Thomas Knox

Lion Street Financial, LLC

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About William Thomas Knox

William Thomas Knox is a financial advisor with Lion Street Financial, LLC. He has been in the industry since October 2014 and is currently licensed with the firm in Austin, TX. William holds the Series 7 and SIE licenses and has been registered with FINRA since August 2015. William previously worked for NFP Advisor Services, LLC.

Firm Information

William Knox is currently registered with Lion Street Financial, LLC. Lion Street Financial, LLC is a Limited Liability Company formed in January 2022 and is registered to provide advisory services in all 50 states, the District of Columbia, and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

137

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 Knox’s Registration & Firm History

TX

08/21/2015 - Present

Lion Street Financial, LLC (AUSTIN TX)

TX

10/20/2014 - 08/13/2015

NFP ADVISOR SERVICES, LLC (AUSTIN TX)

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Licenses & Designations

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/20/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for William Thomas Knox.
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